CONSOLIDATED PERFORMANCE AND TAX REPORTING ON ASSETS INCLUDING THOSE MANAGED BY THIRD-PARTY INSTITUTIONS.
We report on investments, even those we are not managing. Performance is shown on a relative and absolute basis, both before and after the effect of cash flows, in order to provide maximum transparency. Manager performance is tracked against a large supply of relevant benchmarks, broad-market indices and their peers.
We meet with clients on a quarterly basis to review performance and learn about new developments that may require a change in investment strategy. Year-to-date, quarterly and trailing twelve month tax information allows you to have a clear understanding of your tax situation.
Providing you with the most up-to-date information allows us to make intelligent and informed decisions while planning accordingly. We provide this information to you and your designated CPA.