Reporting

Clear. Comprehensive. Accountable.

reporting_banner_verticalYou will receive a clear and comprehensive portfolio report from us on a quarterly basis. From the numbers that tell you exactly how your investments performed, to the commentary on portfolio strategy, everything has been designed for your ease of understanding.

In addition you will receive an account statement directly from our independent custodian, NBCN Inc. You will also have online access to your accounts.

We will keep you up to date on investment strategy through emails and blog postings – as well as phone calls and one-to-one meetings, in person or via webinar. You can expect to hear from us when markets are particularly challenging. We don’t hide; rather that’s when we know you most want to hear from us.