Quarterly Reports. Each quarter, you will receive reports from us that 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 forms. 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 quarterly 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 only when we have enough important information to convey to you. We have grown tired of reading recycled content that does not impart new and/or noteworthy items to you. And for that reason we will not publish until we believe we have something especially significant to share. |