What to Expect

All advisory relationships begin with a plan. We prepare an Investment Policy Statement (IPS) to outline your investment objectives and govern the investment decision-making process.

With a plan in place, communication is at the heart of a successful client experience. We believe giving you the tools and information you need to be financially organized and informed helps you clearly understand the relationship between your assets and what you wish to accomplish in life.

In addition to monthly reports and online access provided by the account custodian, we prepare comprehensive investment reports for all clients on a quarterly basis, which include:

• Portfolio performance over trailing time periods compared to broad market indices
• Position performance, including beginning value, inflows/outflows, gains/losses, income, ending value and performance for the reporting period
• Tracking of portfolio structure in pie chart form compared to target asset allocation
• Account appraisals focusing on portfolio-level positions by asset class, position quantities and values, cost basis, and unrealized gains/losses
• Realized gain/loss and income reports to assist with tax planning

Additionally, we maintain a complete history of all account data. This data can be used to prepare customized reports upon request.

Our service is not a one-size-fits-all approach. It is personalized and customized around your unique circumstance.