The Volkers Group, LLC. -- More Service Than Sales

WELCOME TOP STOCKS CLIENT ACCESS QUOTES CONTACT US


Home
  About Us
  Our Staff
Investment Info
  Securities
  Retirement
  College
Services
  Planning
  Online Access
  Reporting
  Top Stocks
Search

Contact Us
Privacy Policy

 
 
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.

 

Back to the Client Reports Samples

 
 

Home | About Us | Contact Us | Investment Information | Services | Quotes | Search | Top Stocks | Client Access | Site Map

Send mail to info@volkersgroup.com with questions or concerns.
Securities offered through Investment Planners, Inc., member FINRA/SIPC.  Advisory services provided through IPI Asset Management.
Copyright © 2008 The Volkers Group, LLC. Please review our general disclaimer
Thank you for visiting...