Reporting to make oversight easy

Have you ever had to work through dozens of pages of stock charts and graphs to find the necessary information to verify that your investments are compliant with your policy and performing in-line with expectations?  If so, you may find our performance reporting refreshingly concise and straightforward.

Clients receive several levels of reporting:

  • Daily access to account activity and valuations directly from the custodian (typically Charles Schwab Institutional)
  • Daily access to the RWM Client Portal (daily aggregate performance and asset allocation in a more user-friendly format)
  • Monthly custodial account statements (typically available for download 2–3 business days after month-end)
  • Monthly update report (direct email with monthly performance and commentary to keep you informed)
  • Quarterly performance evaluation (customized based on your needs and preferences)

The monthly and quarterly investment reports are typically available within 8 business days after month end. Custom time-period performance reports are also available upon request and can be provided within 2 business days. Please find a copy of our monthly and investments reports below.