Our Services
Reports and Record-KeepingWe provide:
- A complete portfolio presentation, displaying positions at cost and market, giving weightings and yields, providing current valuation, and showing performance, quarterly;
- Quarterly reporting on your account transactions in both single and multiple custodian environments; and
- Annual tax-compatible statements of dividends, interest, and capital gains.
Working with you, we:
- Evaluate and analyze your financial requirements and goals to help you build a comfortable and appropriate financial plan;
- Design and execute your asset allocation strategy;
- Implement, review, and update your estate plan; and
- Provide trust services, including, for example, tax payments, distributions, gifts, and notices.
The choice of brokerage and custodial relationships rests with the client. We do, however, advise clients not only to seek out favorable commission rates but also to identify those firms that will provide administrative efficiency and an appropriate custodial cost structure. A total view of a client’s brokerage and custodial needs allows us to provide better guidance in a search for the right brokerage relationship.
