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 statements prepared by Investment Scorecard, Inc., the report is in full compliance with the CFA® Institute Performance Presentation Standards and includes analysis of performance, risk statistics, graphs, charts compared to indexes, and universes of similar style managers. The report provides a listing of each security and the percentage and dollar amount invested and a return analysis over various time periods. This report is also available on-line or mailed in hard copy.
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 |
Review the relative performance of each asset class and sub-class in your portfolio |
Long-Term Perspective |
- Seeks to avoid misinterpreting a minor fluctuation as a trend and trading on a temporary downturn
- Seeks to maintain your long-term growth potential
- Track 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.