We believe that through local delivery, our relationship managers gain a better understanding of the local economy and markets, and the issues that most closely affect our clients. A local contact allows for more frequent face to face communication with our clients. At the same time, we believe that having a centralized analytics team for core investment management allows for greater efficiencies- efficiencies that ultimately benefit our clients.
We seek long-term relationships with our clients and continually strive to provide the most innovative ideas to our clients. We are dedicated to providing exceptional client service.
We are proud to be able to provide our clients with monthly performance statements prepared by Investment Scorecard, Inc., a third-party performance measurement and client reporting provider.
Investment Scorecard reports comprise:
- industry standard calculation methods
- comparative analysis using hundreds of market indexes, customized benchmarks, and peer universes
- statistical analysis including absolute, target and benchmark relative measures, MPT and PMPT statistics
- returns based style analysis
Below are some highlights of the features of Investment Scorecard
Investment Scorecard |
Reporting |
- Categorizes holdings by asset class and subclass
- Provides the performance of each portfolio component and grouping
- Includes starting and ending market values, contributions and withdrawals during the period
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Rates of Return |
- Results by month, by quarter, and for year-to-date or trailing 12 months
- Includes starting and ending asset values
- Includes time-weighted cash flows
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Asset Classes and Sub-Classes |
Studying the performance of each class of your investments independently. |
Performance and Benchmarks |
Comparing your portfolio's results to a similar group of investments pursuing the same market strategy |
Diversification and Risk |
Reviews the relative performance of each asset class and sub-class in your portfolio |
Long-Term Perspective |
- Seeks to avoid making long-term strategy changes based on short-term fluctuations.
- Seeks to maintain your long-term growth potential
- Tracks your performance over time
- Comparing monthly returns to a benchmark portfolio
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Trust services are provided through Regions Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.