Services > Performance Reporting
CedarPoint's Quarterly Client Review is a unique client presentation that reinforces our "holistic" approach we take with our clients. The report updates the client as to overall progress made towards goals, as well as how well the portfolio and individual assets are performing. There are very few advisors that are able to show the importance and integrate the portfolio with the planning.
The Client Review includes:
- Market Analysis Commentary
- Portfolio Performance both aggregate and detail
- Current Holdings for both managed and non-managed assets
- Transaction detail for the period
- Realized Taxable Gain/Loss
- Net Worth (if desired)
- Progress towards goals (if desired)
- Client Fee Invoice
CedarPoint takes great pride in providing these reports in a timely manner at each quarter end. Our clients can elect to recieve them on a secure portal through our website or hard copy.
CedarPoint's goal is to keep you well informed of our progress via an intutive client review ensuring greater client satisfaction.
