Client Focused. Period.

Sample Reports

We provide online access so our clients can view their portfolio and it’s performance any time, any place.  Below are a few examples of reports available to our clients in paper format and/or online:

  • Performance Report – View performance for each account and/or your entire household.
  • Wealthcare Plan – Are you on track to meet your goals?
  • Tax Information Report –  Consolidated report which shows realized gain/loss, income, dividends, interest, and fees.
  • Monthly Statement – Sent to the client from their custodian (Schwab, TD Ameritrade, etc.)