EFTA02556306.pdf

From: Richard Kahn Sent: Friday, December 22, 2017 7:58 PM To: jeffrey E. Subject: Fwd: Chomsky / Bainco Richard Kahn HBRK Associates Inc. Wt or , tel fax cell Begin forwarded message: From: qb>lsabel Scharmer Subject: =/b>RE: Chomsky / =ainco Date: =/b>December 22, 2017 at 2:54:26 PM =ST To: =/b>Richard Kahn Cc: Noam Chomsky , Valeria Chomsk , Kathleen O'Malley =It; >, Sam Bain , =obert Katz Hi Richard, Just a reminder that ='d like to speak with you. I'm available this =fternoon or next week. Thank you, Isabel Isabel Scharmer, CFA Managing =irector Portfolio =trategist I Boston, MA 02116 EFTA_R1_01714799 EFTA02556306  Main I Direct www.bainco.com <http: www.bainco.com/> From: Richard Kahn (rnailtc Sent: Monday, December 11 2017 =1:04 AM To: Isabel Scharmer Subject: Re: Chomsky / Bainco i will call thursday Richard Kahn HBRK Associates Inc. New York, =Y 10022 cell On Dec 11, 2017, at =:20 AM, Isabel Scharmer <mailto > wrote: Hi =ichard, Please call me at at your convenience. Thank you, Isabel Isabel Scharmer, CFA Managing =irector Portfolio Strategist Boston, MA 02116 www. ainco.com <image001.png> From: Noam Chomsky Imailto: Sent: Saturday, December 9 2017 =:01 PM To: Isabel Scharmer Valeria Chomsky < 1 2 EFTA_R1_01714800 EFTA02556307  Cc: Sam =ain >; Kathleen O'Malley >; Robert Katz : Richard Kahn Subject: Re: Chomsky / =ainco Could you please =ontact our financial adviser, Richard Kahn, about how to proceed with =his. Thanks Noam 7 at 10:01 AM, Isabel =charmer <mailt > =rote: Dear Noam, We hope you and Valeria are well. =s we approach the end of 2017, we are writing to clarify our =nderstanding of your relationship with Bainco at this time. Outlined below are the accounts you have =t Bainco and our understanding of our continuing services for you, =ending any near term decisions that you may make regarding your =ccount. We very much would appreciate further clarification by =he end of the year so we can continue to provide our best advice =egarding your assets and our best judgment to maximize benefits to you =nd your family. • Noam Chomsky IRA and =nherited IRAs: You have instructed us to take no action with =espect to these accounts and, consequently, we have refunded the 4Q17 =anagement fee. We will continue to provide quarterly reports as =n the past. • Noam Chomsky =evocable Trust and Gull Haven Lane: We are not actively managing these =ccounts and are not charging a management fee. We will =ontinue to provide quarterly reports as in the past. Carol Chomsky Exempt =nd Non-Exempt Marital Trusts: We are continuing to manage the assets in =hese accounts and will continue to bill our annual management fee on a =uarterly basis as in the past (1% for Non-Exempt and 1.25% for Exempt =arital Trusts). Please let us know at your earliest convenience if our =nderstanding is incorrect on any of these accounts or if we should =nticipate changes to custodian or asset manager. Regards, Isabel and Sam Isabel Scharmer, CFA Managing Director Portfolio Strategist Boston, MA 02116 Main I Direct www.bainco.com 3 EFTA_R1_01714801 EFTA02556308  <image001.png> This communication is for =nformational purposes only. It is not intended as an offer or =olicitation for the purchase or sale of any security or financial =nstrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness =r accuracy and are subject to change without notice. The comments or =tatements made herein do not necessarily reflect the opinions of Bainco =nternational Investors, LLC, its subsidiaries and affiliates. The email =ay contain confidential or proprietary information. If you are not the =ntended recipient of this email, please immediately reply to the sender =nd make the sender aware of the mistake and then delete the email. This communication is for =nformational purposes only. It is not intended as an offer or =olicitation for the purchase or sale of any security or financial =nstrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness =r accuracy and are subject to change without notice. The comments or =tatements made herein do not necessarily reflect the opinions of Bainco =nternational Investors, LLC, its subsidiaries and affiliates. The email =ay contain confidential or proprietary information. If you are not the =ntended recipient of this email, please immediately reply to the sender =nd make the sender aware of the mistake and then delete the =mail. This communication is for =nformational purposes only. It is not intended as an offer or =olicitation for the purchase or sale of any security or financial =nstrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness =r accuracy and are subject to change without notice. The comments or =tatements made herein do not necessarily reflect the opinions of Bainco =nternational Investors, LLC, its subsidiaries and affiliates. The email =ay contain confidential or proprietary information. If you are not the =ntended recipient of this email, please immediately reply to the sender =nd make the sender aware of the mistake and then delete the =mail. 4 EFTA_R1_01714802 EFTA02556309