Detailed Reports

Detailed reports are provided quarterly to keep you informed. Regular meetings are held to review your current holdings as well as discuss any significant changes or circumstances.

Consolidated Reporting

In partnership with ZLC Financial Group, we are also able to offer comprehensive financial planning and consolidated reporting. Providing you with a full range of service is a cornerstone of our dedication to client satisfaction.

Each Quarterly Report Contains

Portfolio Summary – Provides and overview of account types, their current market value, as well as rate of return.

Transactions – Lists in detail any withdrawals or deposits on your account for the quarter.

Commentaries – Written by the fund managers themselves to provide insight and analysis of the last quarter’s happenings.