In order to effectively steward your family's wealth, you need to know certain facts on demand:
- What does my entire financial picture look like?
- Are we progressing toward our goals?
- How much did we realize this year in capital gains and in income?
We provide clients with comprehensive, straight-forward reporting. Investment performance is always net of fees, and accurate cost basis accounting makes tax time easy. We can even research the unknown cost basis of your prior purchases.
Links to our portfolio management system allow for easy export of account data to Excel or Quicken software.
Most of all, you have a dedicated team of professionals to tend to all of the details - from funds transfers to proxy voting and other corporate actions.