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Client Reporting and Online Account Access




Our reporting goal is simple:  We want our clients to actually understand how their investments are performing, and what are their fees.  This way, they’ll see the value we are bringing to their table.

When your service offering is so good, you want your clients to know it.  For this reason, we provide our clients with extremely transparent and easy to understand performance reports and fee summaries.  We want our clients to know exactly what their performance was, and what they paid in fees; because this way, we know that they’ll see the significant value which we bring to the table.

Client Reporting

Performance Report

Asset Allocation

Equity Sectors

Online Account Access

Electronic Documents

Account Summary

Portfolio Performance

Asset Details

If you’re interested in discussing how our money management approach can add considerable value to your specific situation, reach out to us today. An Optimize Advisor is always ready to design an Investment Plan specific to your particular goals and objectives.

Learn More About Our Portfolio Management Team

If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Need Advice? Speak to an Optimize Advisor today and receive a Complimentary Plan to achieve your specific goals!

Call 1-866-209-6862 or fill out the form below.

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