Reporting

To simplify the complex and time-consuming task of evaluating your investment positions, I offer a statement that summarizes all of your pertinent financial information. The consolidated household and Individual account statements, show how your holdings are divided among different asset classes.

Client reports include: Monthly statements detailing all cash and non-cash transactions Monthly or quarterly "Appraisals with Income" specifying the structure, value and annual income of the client's portfolio Quarterly performance reviews measuring in detailing the portfolio’s results Annual summaries of income tax information and consolidated 1099 Supplemental reports are provided to support the communication process; I also provide regular written quarterly reports consisting of a summary of assets, realized and unrealized gains and losses, performance and income. The information in these reports is provided for the convenience of client and does not supersede the proper use of the Bear Stearns Monthly Statements.