X.  Monitor and report investment results

AVI reports results quarterly via mail and email. Also, clients can access monthly updates of their portfolios online through the web-based services of BridgePortfolio, our "high tech" back office provider. In addition, TD Ameritrade (and most Custodians) offers online client access to their accounts. Accountability to our clients for our Values-Driven investing, in the form of state-of-the-art monitoring and reporting, is an important aspect of AVI investment services. Questions and comments are welcome.

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