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
Portfolio Appraisal example Performance Report example