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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.
  • Financial 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.)