Portfolio reporting is included in all the services that we offer. Our portfolio reporting includes performance reports, portfolio summaries, gains & losses reports, and etc. Portfolio reports are generated via Morningstar Office's portfolio reporting software. Our clients receive quarterly reports on all the accounts under our advisory. These reports are uploaded every quarter to the Client Web Portal for the client to view at his or her convenience.
For individuals who are not under advisory, but would like performance reporting, please contact us directly for more information.
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