We have developed a robust, proprietary reporting system that has several advantages:
- We provide customized reports that provide details for all client assets, including those for which we are not responsible.
- Our asset reporting can portray each client’s family, asset ownership and portfolio construction in the manner they desire.
- Wealth transfer and other planning strategies can be developed based on more complete information about all assets.
- Our performance reporting can be tailored to use benchmarks that are specific to each client.
- Clients can determine the extent to which they are accomplishing their financial goals, as well as how individual portfolios are performing.