Reporting

Our reporting and billing process is quarterly.  Shortly after the end of each calendar quarter, we furnish you with concise and easy to understand reports highlighting your portfolio's positions and performance for the quarter, year-to-date and since inception of the account.  Our reports are designed to enhance your understanding of your account(s) progress.  As a measure of account security, you will be able to see that our reports match up with the monthly Schwab reports.  We use the Advent reporting system, which we believe is the industry standard.

Portfolio Appraisal example           Performance Report example