To keep you apprised of your progress towards your financial goals, we offer a comprehensive reporting structure. For those individuals with trusts or corporations, we provide non-calendar year-end tax reporting.
Quarterly statements: you will receive consolidated statements that show the value of your investments, portfolio composition, portfolio growth over time, annualized rates of return, and other important information.
Private Client online access: gives you secure around-the-clock access online to important information about your account(s). Click here to see your statements online.
Price & Performance
Here you can find prices and performance for the United Pools and Corporate Class funds under the Private Client Managed Portfolios.