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Engagement Reports
The Monitoring Report is a comprehensive report providing an excellent portfolio/plan summary for the client. The report includes general market information, a portfolio summary, a performance analysis, a comparison of strategic asset allocation to current asset allocation, an interactive watch list and lastly, the fund profiles.
The Quarterly Due Diligence Report illustrates which Fiduciary Score™ criteria were satisfied or not satisfied for every fund in the client's holdings.
The Flash Report, a shorter version of the Monitoring Report, allows for in-depth analysis and comparison of the client's investments to their peer groups and indexes. This report includes the fund profiles and the Fiduciary Score Sheet.
How to Select a Broker
For information regarding choosing a broker or investment advisor please visit the U.S. Securities and Exchange Commission and the National Association of Securities Dealers, Inc.