Monitoring & Reporting

Our reporting provides in-depth analysis and customization. In addition to your custodian brokerage statements, you will receive a performance and asset allocation statement with action items and recommendations tailored to your portfolio and plan.

For the majority of our clients we also schedule three status meetings per year, every four months, to review, update and monitor our progress towards their short, intermediate and long range financial goals. These meetings help you and Sage keep current on your:

  • Personal situation
  • Investment policy statement
  • Investment objectives
  • Asset allocation
  • Portfolio performance versus the benchmarks