Historically we have provided reports to our clients on a quarterly basis. Our aim has been to provide our clients with clear, straightforward, easy to understand statements. We feel that our reports have been among the very best in the business.
The first page of our client reports has contained a security by security breakdown of the past period's performance including a pie chart showing client current holdings. The second page contains an overall portfolio performance summary including comparative benchmarks with which to gauge investment performance. You can click on the pages below to view examples of what our reports look like.
*Note it may take about a minute to load the pages depending
on the speed of your computer setup.