Clients receive confirmations for all trades shortly after they are made and monthly statements from the custodian where the account is domiciled. Accounts domiciled at TD Ameritrade have online access to their portfolio, confirms, statements and tax documents.
Quarterly performance reports are issued shortly after the completion of each calendar quarter. We will send copies of our communications to any other advisors you request.
Every quarter clients receive a performance report for the portfolio along with a letter highlighting our financial-market outlook and plans for the portfolio. Clients also receive John Bollinger's Capital Growth Letter, a monthly publication that provides his general views on the markets.
All of our dealings with our clients are strictly confidential.
We will send copies of our communications to any other advisors you request.