Client Satisfaction Survey Results

Thank you to all who participated in our recent client satisfaction survey. We sent surveys to 80 client households and received 41 completed forms, a 51% response rate. In order to calculate a mean score for questions 1-3, we assigned numerical values to the responses as follows:

 The results of the survey appear below.

1. How would you rate your overall satisfaction with Shearwater Capital and our services?

                      Overall Satisfaction: Mean =  4.8

2. How would you rate our client service?

                          Client Service: Mean =  4.8

3. How would you rate our website, www.shearwatercapital.com?

                                Website: Mean =  4.4

4. Are there any other products or services that you would like Shearwater Capital to offer?

Responses:

1. Individual stocks and bonds
2. Full financial planning
3. Electronic integration with Quicken and TurboTax
4. High yield money market
5. Website analytical tools
6. Online investing from bank accounts
7. Electronic statements and account services
8. Pie charts (quarterly) showing portfolio asset allocation percentages
9. Private equity
10. Performance calculations that adjust for new deposits
11. Cost basis calculations

5. Would you recommend Shearwater Capital to a family member, friend or colleague?

Discussion of Results

The survey results have provided valuable feedback that will help us to improve our product offerings and client service. While the survey scores are relatively high, there is room for improvement. Our clearest call to action is to improve our client service and overall client satisfaction. One way in which we hope to do this is to initiate more communication with our clients rather than waiting for you to contact us. We also plan to upgrade our website to make it more useful to more people.

Future newsletters will address the suggestions for new products and services noted in Question 4 above. In some cases, the requested service is already available; we just need to do a better job letting you know about it. Some of the other requested products or services can be added relatively easily, while others will require further investigation to assess feasibility. Again, more details will be provided in upcoming newsletters.

The best way for us to improve client service at Shearwater Capital is to listen to our clients and respond to your needs. The Client Satisfaction Survey is one way to solicit feedback, which we hope to use in a constructive manner. You should also feel free to contact me directly at any time with questions or concerns about our services.

Jeffrey J. Brown, MD MBA CFA
Shearwater Capital

314.497.6809
jbrown@shearcap.com

April 2007

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