Report #1: The Portfolio Summary

You may notice your B&C Reports for this quarter look a bit different than past quarters. 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 the Portfolio Summary →

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