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Report #2: Portfolio Class and Segment Detail

ByB&C Financial Advisors

As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different from the monthly Brokerage Statement you receive from Pershing. As we have done in the past, we will review each page in detail to help you better understand your report.

View Report #2: Portfolio Class and Segment Detail →