Client Reporting

Serious financial planning often involves a diverse collection of accounts and registrations.  For example, you may have an IRA invested in general securities, a UTMA for your child invested in a mutual fund, and a joint account with your wife invested in a variable annuity.  Typically, this will generate individual reports sent to you on a monthly or quarterly basis. 

Managing this paper trail can be a cumbersome task, which is why we developed the ability to generate consolidated reporting.  We utilize asset management software which enables us to monitor all of our clients' assets and create reports that group their accounts onto one clean, informative statement.  These reports can show allocations, performance, change in values, and more. 

Our online clients already have access to a small sample of our reporting abilities.  Here are some additional reports that we can prepare for our clients:

• Summary of Holdings-- html or pdf
• Performance Evaluation (by quarter)-- html or pdf
• Change in Market Value-- html or pdf

• Assets Under Management-- html or pdf

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