To Meet Your Needs – Our Full Range of Brokerage Services and Products
Brokerage Services – Comprehensive Reporting
It can be difficult for an individual investor to obtain sophisticated reporting exclusively available to the institutional market. Every quarter, we report your accurate time weighted returns on your funds invested. Your quarterly report shows your cost base, current market value and current yield as well as total return since invested.
During tax season, we report total transactions for the year. The report also shows a complete summary of capital gains and losses in an easy-to-read summary. Consolidation reporting is also available when requested. An example might be in the case of a husband and wife who want to see their statements in a combined portfolio approach.
Our firm offers a complimentary review of your existing holdings. Contact us at your convenience to arrange a meeting with one of our Financial Advisors. They will be happy to discuss how Retire First can meet your investment needs using our portfolio of brokerage services and products.