It’s our goal for you and your clients to have easy access to clear, up-to-date performance information.
Our funds report NAV on a monthly basis, and the updated numbers are available three ways:
In our online Advisor and client portals
Through monthly email statements, and
Via an advisor’s custodian (like Schwab)
To understand more about our reporting capabilities or the experience for you or your clients, book a quick meeting with us.