Step 6 -
Monitor Performance
Brokerage statements do not provide you with broad
portfolio performance measures. To know where
you're headed, it's crucial to have a strong grasp
of where you've been. Investment performance
accountability is vitally important. That's why
endowments and pension funds constantly evaluate
the total performance of their portfolios relative
to their risk profile. This scrutiny leads to
adjustments and improved performance.
How much risk have you taken and what was your performance last year? If you don't know, an investment advisor or accountant can probably help you get control over your financial future.
Whenever you work with a financial professional the performance and fees should be reported on a regular basis. Everything should be transparent to you as the investor. The following reports are samples of the type of reporting we offer clients. These samples are generated using hypothetical client names, account values, fees and performance:
Net Worth Statement: Download Report
Account Statement: Download Report
Historical Performance: Download Report
Billing Statement: Download Report
How much risk have you taken and what was your performance last year? If you don't know, an investment advisor or accountant can probably help you get control over your financial future.
Whenever you work with a financial professional the performance and fees should be reported on a regular basis. Everything should be transparent to you as the investor. The following reports are samples of the type of reporting we offer clients. These samples are generated using hypothetical client names, account values, fees and performance:
Net Worth Statement: Download Report
Account Statement: Download Report
Historical Performance: Download Report
Billing Statement: Download Report