Quarterly Reports. Each quarter, you will receive reports from us which describe the transactions in your accounts, along with beginning and ending balances; they also show the diversification of your accounts across asset classes, both in table and chart form. Our system nets out the effect of contributions to and withdrawals from your accounts, so you can see the true performance of your investments. And our performance reports also show your returns net of our fees. In other words, we want you to know exactly how much value we’ve provided to you above the expense of working with us.
Newsletters. We distribute newsletters when we have enough important things to convey to you. We have grown tired of reading recycled content that does not convey new and/or important items to you—and thus will not publish until we believe we have something especially important to share. |