Bring us the questions your current account statements leave you with. When we first speak, you tell us where your accounts are held, and we explain how one clear view would work for you.
Reporting and One Clear View
However many places your money sits, you see it all in one report.
Our private client reporting gives you one view of how your family's investments are doing, even when your banks and firms report in different formats and on different calendars.
Each kind of investment is measured by the method that suits it. For private investments, such as private equity funds, that method tracks when money goes in and when it comes out. Seeing the whole picture also helps you hold your advisors and investment managers accountable.
The Services in Reporting and One Clear View
One service shows what you keep; the other shows what you hold.
- Consolidated Performance Reporting We report what your family actually keeps once investment management fees, account and administrative costs, and the effect of taxes are taken out.
- Multi-Custodial Consolidation Your assets can stay where they are while we combine only the information about them, so your CPA can work from organized records.
