Client Reporting

To provide the best client experience possible, we believe that each relationship must be founded on integrity, trust, and open communication. Together, you and your Portfolio Manager will custom tailor a service plan supported by transparent reporting, to meet your needs which may include:


  • Frequency of in person or over the phone portfolio reviews

  • Detailed quarterly statements

  • Other customized reporting or requirements

  • Comprehensive annual review of Investment Policy Statement

  • Year-end tax summaries

Online Account Access from anywhere and anytime (provided your assets are “custodied” at Raymond James) which will include the ability to:


  • View portfolio holdings

  • Group multiple accounts together to view consolidated holdings

  • View and download statements online

  • Ability to review and print tax slips

  • Provide your accountant or trusted advisors with access to your account(s) information