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Investment Planners, Inc./ The Volkers Group, LLC.
ASSETS UNDER MANAGEMENT
December 31, 2001
 
 
Portfolio Cash and Equiv. Growth Income Blended Inflation Hedge Other Total
 
J. DOE (ROLL) DCS 200.98 222,458.95 10,790.00 0.00 0.00 0.00 233,449.93
J. DOE (IRA) VENTURE 0.00 118,054.02 0.00 30,701.69 0.00 0.00 148,755.71
TOTAL 200.98 340,512.98 10,790.00 30,701.69 0.00 0.00 382,205.65

 

This report quickly shows how each of your accounts are allocated and helps identify your overall portfolio exposure to each of the basic asset classes.   We also can graph the information in a pie chart to help us visually see portfolio allocations.

 

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