Frequently Asked Questions
Why is this important? We certainly have no intention of defrauding any of our clients, but occasionally a rogue broker or advisor steals assets from clients and then issues false statements in an attempt to hide the crime. By having your statements sent to you directly by our custodian, you can be sure that the statements you receive are official.
For accounts having an initial market value of at least $500,000, you will also receive additional performance reporting that will address:
- Comparative Performance versus Major Market Indices
- Asset Allocation
- Credit Quality
- Maturity Schedule
- Projected Cash Flow and Income