Peace of Mind

To further our client's peace of mind we provide quarterly performance and portfolio summaries. Our clients also receive monthly statements and confirmations of each transaction from Fidelity Investments to better let them know precisely where their investments stand.
Additionally, we send year end transaction details giving everything you or your accountant need for tax purposes.

We are never shy about reporting our performance. Any time you wish, you have access to your investment holdings as well as performance statistics. Most clients prefer quarterly reports; some want monthly updates. It's your money. We can meet whatever reporting requirements you wish.