Clients can access their accounts online 24 hours a day, 7 days a week, through our secure internet login site.
You will receive electronic trade confirmations of any transaction and monthly statements showing month-end portfolio values, changes in value since prior month, summary of any transactions conducted during the month, and a detailed list of each investment holding in your account. For those clients who prefer paper of confirmations and statements, we offer that as an alternative.
At least once a year, and as often as requested by a client, we provide detailed performance summaries which show, both graphically and numerically, the actual performance of a client account (net of our fees). This report also compares your account performance relative to appropriate benchmarks, so you can assess whether we are delivering the value you expect from us.