Accolade provides its clients with a monthly review of their investment portfolio, exceeding the quarterly reporting offered by similar services.

You know where your investments stand because each month Accolade details your portfolio construction, provides relevant analytics, projects anticipated cash flows and discusses your portfolio's performance relative to pre-defined benchmarks you have set.

Accolade provides you with quarterly strategies for your investments, including market outlook, macroeconomic analysis and relative value opportunities. All required regulatory reports are included.

Additional reports are also available with different audiences in mind and include reports for management, Board of Directors and Regulators.

The sample reports listed below are available upon request. Please contact Peter Gibson at Accolade Investment Advisory at 1 (866) 537-7302 or email him at pgibson@accoladeadvisory.com

Sample Regulatory Report
Sample Board Report
Sample Management Report