Customized Reporting

Customized Reporting

 

Vested Wealth takes pride in its transparent reporting and communication with its clients. In addition to each client being afforded secured and encrypted 24/7 access to its accounts, the firm tailors its communication reporting to meet the objectives of each client. Whether weekly, monthly, quarterly or annually; in person or otherwise, communication protocols are customized to address client needs as they arise.

Our month-end and quarterly reporting packages are made available as early as 12 business days following month-end, and one week following the end of every calendar quarter (depending on receipt of custodian data). Each report not only details such quantitative metrics as asset allocation, manager allocation, total plan return, and manager returns versus benchmarks, but also provides a personalized narrative summary and market commentary.

Our comprehensive quantitative and qualitative approach to reporting is essential to assuring that our clients’ have a clear understanding of their portfolio at all times and the ability to measure both, portfolio performance and Vested Wealth's performance against plan.