Step 5 – Reporting and Managing Your Expectations
While sound planning and implementation are paramount to our client’s success over time, another important component of the process is reporting.At Linden Thomas and Company, we strive to provide our clients with a quarterly report that is easy to read and understand, and which clearly conveys the progress each client has made toward reaching his/her goals.
As a client of Linden Thomas and Company, your quarterly investment review package will include the following:
- An asset report showing the current value of all investments as compared to the previous period, as well as all cash flows, income, gains and losses during the period
- Overall asset allocation
- Performance for all managers, as well as general market performance (i.e., the S&P 500)
- A fixed income cash flow summary
With reviewing results, comes managing expectations. At Linden Thomas & Company, we want to prevent our clients from making unwise investment decisions based upon emotions, media-driven events, or other irrational factors. It has been our experience that reporting and managing your expectations – understanding what exactly your portfolio is reasonably capable of doing – and maintaining discipline are key to helping achieve your goals. Therefore, once we develop a prudent investment strategy, we are committed to staying the course.Contact us today
Call or contact us to arrange a no-cost, no-obligation evaluation of your current financial portfolio.
704-554-8150 or 877-554-8150.