Portfolio Reporting & Communication

Reports that you will receive or can access.

  • Your chosen custodian will send you copies of all transaction confirmations and all account statements. Fidelity and Schwab send account statements monthly and TIAA-CREF sends statements quarterly. keyboardIf we are also managing your workplace retirement plans (401(k), 403(b), etc., your plan administrator will send statements and transaction confirmations.
  • We will provide you semiannual detailed performance analyses.
  • You can access portfolio information that is updated daily through a special login to our secure server.
  • You can establish Internet or phone access to your account information at your chosen custodian to independently review your holdings at any time.

Other portfolio services that we provide.

  • We can work directly with you tax professional on questions pertaining to your investments.
  • We will calculate and prepare the paperwork for annual required minimum distributions from traditional IRAs and inherited IRAs.
  • We will send reminders of important actions that you may want to consider, including annual IRA contributions and Roth IRA conversions.

Informal communication.

  • We take particular pride in our responsiveness to client inquiries.  You are welcome and encouraged to email or call us any time with any questions or concerns you might have.
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