Meaningful Reporting

Our quarterly reports reveal the performance of your portfolio since its inception, in dollars and percentages.

At Windcroft, our clients stay on top of their assets through comprehensive and timely quarterly reports, as well as annual portfolio reviews with our team. Most clients also stay connected by checking in with us during the year. We are always available to discuss your investments or to schedule a time to meet.

Each quarterly report addresses relevant economic news and market trends. It includes a detailed statement of your holdings that includes a record of deposits, withdrawals, and security activity incurred during the quarter. For clients who hold multiple accounts, we customize our reporting to present quarterly results on a consolidated basis.

During an annual review, clients meet with their portfolio manager in person or by phone to assess the performance of their portfolio over the last year and to revisit their financial objectives.