Sample Portfolio Review
Sometimes it is hard to imagine what, exactly, a financial advisor is going to share with you each quarter to illustrate what they’ve been doing for you. Attached is one of the reports that you can expect to receive from us, which will be run for your own portfolio(s) each quarter. (the attached report is a sample.) This is our primary reporting tool, though there are numerous other reports and portfolio characteristics that we will share with you over time.