Sample Report - Page 2 Sample pages Sample page 1

The second page of our client reports has shown a summary of overall portfolio performance. There is a line by line breakdown of all the activity in the account including capital gains, interest and dividends. The report is divided into three separate time periods (current quarter, one year, and since inception) so that clients may compare their portfolio's performance over time. The bottom portion of the page contains customized benchmarks which allows clients to gauge the performance of their portfolio in comparison with relevant investment markets. In this example the numbers have been left blank. This depiction is for example purposes only.