There is a number of things that we do to provide full disclosure in our client relationships. Will expand on this and make some notes of what we do.
Tim
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There is a number of things that we do to provide full disclosure in our client relationships. Will expand on this and make some notes of what we do.
Tim
You need to be a member of Brock Shores Financial #ImprovingFutures to add comments!
Comments
One thing that we do is provide our investors access to their consolidated holdings within our firm. We use the Winfund system and I invest just shy of $1200 a year to beable to offer this service. It is great as it allows our clients a secure method of checking their holdings at any time. It also allows me as an advisor to do indepth portfolio reporting, be it a current status or historical. The system also provides quick access to fund fact sheets on each holding which further enhances disclosure and review of risk, performance and compensation objections. https://www.winfund.com/