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Reporting

To ensure that you are able to maintain accurate records, we work diligently to provide you with:

  • Timely monthly statements that provide current values and tax information for client holdings, transaction details and a list of pending trades will keep you fully apprised of the activity in your accounts.
  • Paper or electronically delivered statements
  • Secure and convenient online access to your account statements
  • An annual tax statement, including a summary and detail report with your interest, dividends and gains/losses, and directions for how to correctly record this information on your 1040s

 Plus, our performance measurement reports will provide you with clear benchmarks to measure your progress.

Talk privately with an advisor today.  Whether we’re working on your personal financial plan or a package for your business, we’ll listen to your needs, understand your goals, and deliver exceptional investment management and professional services.


We invite you to speak with a trusted advisor today.
Meet Our Advisors

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