Monitoring, Reporting, & Reviews

Like a road map, your plan only has value if it can measure how effectively it is helping you reach your goals. 

In addition to your monthly custodial statements from Fidelity, we will provide you with quarterly valuation reports and performance reviews of your entire portfolio, as well as a comprehensive annual review.  You will also receive our Wealth Management Quarterly Commentary, which conveys our view of the current economic and investment environment and highlights some important issues surrounding the wealth management process.