Monthly Market Review
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Client Reporting
Garrett Nagle & Co., Inc. maintains an independent portfolio management system. Reports are issued to clients on a quarterly basis as well as on an annual anniversary basis.
Anniversary reports include a Portfolio Appraisal and Portfolio Comparison Report containing performance for the preceding twelve-month period.
Year-end reports include a Schedule of Realized Gains & Losses summarizing all reportable transactions for the calendar year, a Portfolio Appraisal Report and a Performance Report.
In addition to account reporting, clients benefit from a monthly market newsletter and regular phone calls with our Client Relationship Manager providing a market overview and discussing account performance.