A Clear and Comprehensive Picture
of Your Investment Program
Built on feedback from our clients, this award winning statement provides you with consolidated information in a simplified format. With performance combined with value and activity in a single quarterly statement, you can see the detail around all of your investments in a clear, graphically appealing report.
Each quarter, you will receive a full-color statement that includes a wealth of helpful information organized into easy-to-read sections. Double-sided and three-hole punched, these statements are easy to file, fitting perfectly into a binder. In addition you always have the option to have your statements delivered to you electronically.
By having all of the relevant information in a user-friendly format at your fingertips, it's easier to track progress and see how your investments are performing.
Additional statement features include:
- Account activity
- Tax status of your income--taxable, tax-exempt, tax-deferred
- Asset allocation highlighting how your account(s) are diversified
- Total returns for the quarter, year-to-date, one year, five year, and since inception
- Account holdings
- Transaction detail
- eStatement option--faster statement access, less clutter, environmentally friendly
- Online access
Our goal is to help you prepare for a secure financial future, providing you with tools to help you plan your investments and finances more effectively.
