Broker Check

Quarterly Client Review

Our reporting provides in-depth analysis and customization. In addition to your custodian brokerage statements, you will receive a performance and asset allocation statement with action items and suggestions tailored to your portfolio and plan.

We also schedule quarterly status meetings with you to review, update and monitor our progress towards your intermediate and long range financial goals. These meetings help us keep current on your:

  • Personal situation
  • Investment policy statement
  • Investment objectives
  • Asset allocation
  • Portfolio performance versus the benchmarks