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Aggregated Performance
& Asset Reporting
We want you to feel confident about our process and your portfolio. As such, we:
- Aggregate information on all investments from various providers and custodians to prepare a customized and consolidated quarterly performance report.
- Track flows including interest, dividends, redemption schedules, and outstanding commitments.
- Monitor all cash flows and other portfolio activity on a daily basis.
- Remain available to meet with you quarterly, at a minimum, to review the asset allocation, performance, and any lifestyle changes that influence the investment strategy.
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We understand that one size rarely fits all, so our services are tailored to each client’s individual needs.”
– Kristen Breault, Chief Compliance Officer
Liquidity & Investment Management
Wealth Advisory & Financial Planning
Multigenerational Engagement & Financial Education
Wealth Advisory & Financial Planning
Liquidity & Investment Management
Multigenerational Engagement & Financial Education
Please review Important Disclosure Information set forth in the Disclosures section of this website.