Brokerage firms simply do not want you to know about your account's performance. They don't want you to know the truth. The reports provided by most firms do little or nothing to let the investor understand and monitor their investments or activity.

Stockbrokers have for far to long not been held accountable for their performance! No longer. Our service empowers you - the client. It is your money - you need to keep it that way.

Simply stated, our reports let you know what your stockbroker has done for you...or to you.

Our reports are graphically designed so the numbers do not numb your brain. We prefer to show you a colorful chart than a series of boring numerical values.

We even grade you account's performance just like in elementary school. (Grading Outline.)

We illustrate in several pages what the volumes of brokerage statement could never show. Or would the firm want to show.

Through a series of exhibits we illustrate your account's history and compare that history to indexes like the stock and bond markets.

We also compare your account to an "asset allocation" portfolio based upon either your actual allocation or an allocation that you specify.

Your trading activity is measured to track the portfolio's costs and turnover.

Often we customize reports just to highlight specific matters that may be of importance to the investor.

At the end of the day you know your Gain (Loss), Rate of Return, the relative returns of the market indexes, Portfolio Cost (what you paid your broker), Trading Turnover, Income, Fees, Margin Interest and other relevant figures and ratios.

Remember that investing is about facts and figures and not about friendships. Stockbroker do their best to be your friend and earn your trust. Just so you won't question their actions and performance.

The only true measure of your investment success is through the numbers.

We do not provide any sort of investment advice as to the suitability of your investments. Our job is to quantify the performance (and other factors) of your account.

These reports are not to be meant for any litigation, banking or tax purposes. They are prepared on a best effort basis based upon information provided by the client. We do not verify the information provided.

We are not an investment advisor, nor do we sell any investment products. We have no relationship with any investment firms, sell any investments or have any hidden sources of payments.