Category Archives: Client Newsletters

February 2017 Client Update & Performance Reports Available on Portal

Business Update: Portfolio Performance Reports Available on Your Portal: We have finished reconciling all client portfolio performance reports and have uploaded them to the “performance reports” folder in the vault section of your client portal. Please read the Market Insight section below for a brief summary of 2016 market performance. Sharon Wallyn, our new administrative assistant…Continue Reading

New Year Client Update January 2017

Business Update: Portfolio Performance Reports: We are in the process of reconciling all of your investment accounts through December 31st. We should complete this reconciliation process by the middle of January and will load onto your portal the portfolio performance reports before the end of the month. We will email you a notification when they…Continue Reading

D3 Business Update Thanksgiving 2016

Business Update: In case you missed it, here is the link to our Five Star award in the November issue of Chicago Magazine. Here is the link to the November 7th issue of Crain’s Chicago Business featuring D3. In early December, we will be uploading our annual Estate Review for our Affordable Family Office clients.…Continue Reading

D3 Business Update November 2016

Business Update: In the November issue of Chicago Magazine we were featured on a full page as a select group of 5 Star Wealth Managers who have won this award for 5 years in a row. Here is the link to our Five Star Profile In the November 7th issue of Crain’s Chicago Business, we…Continue Reading

D3 Business Update October 2016

Business Update: Save the Dates: D3 Will Be Observing our 20 Year Anniversary in 2017: To Celebrate this milestone event for D3, we will be chartering a yacht for our clients to watch the 2017, Chicago Air and Water Show.  So save the date; Saturday, August 19th, 2017 for a delightful afternoon. Annual Client Appreciation…Continue Reading

D3 Business Update September 2016

Client Survey: Annual Client Satisfaction Survey: Please help us improve the services we provide you by taking this short 1minute survey. Here is the link. D3 Client Survey Business Update: Affordable Family Office Client Plan Updates and Performance Reports:  If you have not already done so, please call Patty to set up an appointment to…Continue Reading

D3 Business Update August 2016

Business Update: Affordable Family Office Client Plan Updates and Performance Reports:  We are nearly finished updating your financial plans. Your updated plan and performance reports are on your client portal. Please call Patty to set up an appointment to review your updated plan and your semi-annual performance reports. Advance Portfolio Management Client Performance Reports: Your…Continue Reading

D3 Business Update July 2016

Business Update: Affordable Family Office Client Plan Updates:  For all of our Family Office clients, we have provided you with plan update data confirmations. If you have not done so, please schedule a time with Patty, to review these data confirmations with Adam or Don, as well as to be introduced to the new D3…Continue Reading

D3 June 2016 “Brexit” Update – Our reaction and strategy

Market Insight: In our June 1st newsletter, we had identified a potential “Brexit” as an event that could “leave businesses and investors with less clarity to make informed decisions, leading to market volatility overseas”.  As you’ve heard by now, UK voters have decided to exit the European Union, and both domestic and international stock markets…Continue Reading

D3 Business Update June 2016

Business Update: D3 Process Improvements: As we shared with you last month we are migrating all clients to the new and improved D3 client portal. We will be contacting you individually over the next three months to set up a time to personally introduce you to the enhanced features. We are about a third of…Continue Reading