Yes, we ensure that you are kept informed of the returns on your portfolio because we believe that it is essential that you can assess the value we have provided to you as wealth managers. We ensure that you have the peace of mind that comes from being informed about your assets. Your statement will indicate the return on your portfolio for the period, year-to-date and since inception. In addition, your financial advisor will provide to you any other information you may find useful in evaluating the performance of your portfolio.

Category: