Investment Reports
We believe in clearly
communicating investment performance, risk and diversification. Money Matters
is proud of its custom-designed reports, shown below that are not available anywhere
except from Money Matters.
Reporting Cycle
Typical investment client reports include the following
features:
·
TD Ameritrade Institutional Services, our
investment custodian, sends monthly account statements via email or US Mail to
each client.
·
Within a day or two after each calendar quarter,
we send clients a consolidated investment listing of all investments under
management, including those held in 401k, 403b and other retirement plans. The
report shows market values of each investment by account.
·
Starting around the 15th of the month
after a quarter’s end, a full investment analysis report is prepared. The six
pages shown above illustrate the in-depth analysis and customized reports. In
addition, other pages are added as needed, such as stock analysis, mutual fund
analysis, suggested portfolio rebalancing, comments and recommendations.