Private
Client Services Portfolio Management Tools
Investment
Strategy Report
Portfolio
Diagnostic Report
Bond
Portfolio Structures
Householding
your Statements
Year
End Summary Statement
|
| Investment
Strategy Report |
The
Advantage software analyzes the information the financial
advisor inputs via the client profile questionnaire and
produces a personalized Investment Strategy Report with
a suggested asset allocation for your client.
The ISR includes:
- Recommended
asset allocation
- Historical
performance of recommended asset allocation
- Personalized
risk analysis
- Recommended
portfolio
- Comparison
of investment goal to estimated available resources
- Investment
philosophy
|
Portfolio Diagnostic Report
|
| The
Advantage software analyzes the investor's current investments
and produces a personalized Portfolio Diagnostic Report.
This provides a detailed overview of your current investment
holdings. It is designed to give a realistic view of
how well your existing portfolio is positioned to help
you achieve your investment objectives.
The Portfolio Diagnostic Report includes the following
information:
- Current asset allocation
- Performance
of current investments over time
- Performance
of current investments compared to their peers
- Analysis
of investments in correlation to existing holdings
- Risk
exposure of current investments
- Expenses
and tax efficiency of current investment
|
Bond
Portfolio Structures
Clients
can benefit from the dynamic technology that allows you
to structure a Laddered Bond Portfolio. Laddered Bonds
help diversify a portfolio of fixed-income assets. Based
on simple parameters, clients are able to construct a
performance table of their bond portfolio including Yield,
Annual income and Maturity dates.
We offer full-scale analysis and reports on the industry's
late-breaking news and opinions from one of Wall Street's
most preeminent investment banking firms.
|
| Householding
Your Statements |
| If
you have more than one account, statement "Householding"
may be ideal for you!
Many clients maintain multiple relationships
with the same brokerage firm. These may include - individual
and joint accounts, custodial accounts on behalf of
children (UGMA/UTMAs), IRAs, Trusts and other types
of related accounts.
If you have more than one account, you currently receive
each of your account statements from us in a separate
envelope. Now there is a way to make the statement mailing
and reporting process more efficient.
You can elect to "Household" your statements
and enjoy these benefits:
-
All (or some) of your related brokerage
accounts may be linked to a main or "Master"
account so that the statements are mailed in the same
envelope/package
- Accounts
with different principal addresses may be linked,
such as accounts of relatives for whom you are managing
the portfolio or providing tax advice
- A
"Householding" cover page displaying separate
and combined assets in all the linked accounts will
be enclosed with your statements
- You
will no longer receive duplicate statement inserts
or announcements that result in wasted paper
|
| Year End
Summary Statement |
| Tax
planning and preparation are simplified with your comprehensive
year-end summary statement. A “13th month statement.
|
