One of our key differentiators is the manner in which we report investment performance. Since Chris got into the business, he has been insistent on being able to tell clients exactly “where we are” and “where we have been”. As a result, we are one of the very few private client groups who can report to a client every dollar added or subtracted since the beginning of the relationship
Every quarter, you will receive a copy of The Progress Monitor. This report details your year-to-date return numbers, your compound annual return numbers, money deposited or withdrawn, and the absolute dollar gain since inception. This report is concise, net of fees, and tracked from day one.
In addition to The Progress Monitor, in the months of October and January we will also provide you with a Realized Capital Gains & Losses Summary for all of your non-registered accounts to assist with tax planning and reporting. Your accountant will love us!