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 your portfolio information that is updated daily through a login to your secure client portal.
  • Each custodian offers online and phone access to your holdings at any time.

Other portfolio services that we provide.

  • We can work directly with your attorneys and tax professional on questions pertaining to your investments.
  • We will calculate and facilitate the paperwork for annual required minimum distributions from traditional IRAs and inherited IRAs that we manage.
  • 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.
  • You may want to consider including beneficiary reviews, annual IRA contributions, and ROTH IRA conversion.
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