BLACK DIAMOND REPORTING SERIES
At the end of each calendar quarter, B&C Financial Advisors provide clients with reports summarizing their accounts in a neat and organized manner. These reports are not to be confused with the monthly statements received from Pershing LLC.
Report #1: The Portfolio Summary
Report #2: Portfolio Class and Segment Detail
Report #3: Portfolio Appraisal
Report #4: Fixed Income Reporting
Report #5: B&C Performance History by Asset Class
Report #6: B&C Management Fee Report