Aggregated Performance Reporting
As a client of Kirtland Financial Management, you will receive two types of statements*:
- Monthly statements from our broker/dealer, Raymond James Financial, in either an Executive Overview or Comprehensive format
- Quarterly Aggregated performance/portfolio analysis reports from Kirtland Financial Management
The difference in these two formats is that our quarterly statements aggregate and analyze your total portfolio, including assets not held at Raymond James, from both a risk exposure and a performance perspective. We firmly believe that consolidated performance and asset allocation reporting helps us better manage risk exposure. All of our consolidated performance returns are shown on a time-weighted basis, net of all fees.
We offer comprehensive reporting that drills down into each mutual fund’s or ETF’s internal asset allocation (stocks, bonds, cash, commodities, etc.) to help measure your true asset allocation and risk exposure. Furthermore, our reports show how the equity portion of your portfolio is allocated across the spectrum (Large Cap, Mid Cap, Small Cap, US, Non-US), as well as how your fixed income portfolio is structured in terms of duration and credit quality.
Both your monthly Raymond James statements and your quarterly KFM reports are available in hard copy or electronically. Raymond James Client Access offers 24/7 web access to your account information and your KFM reports can be viewed anytime on our secure electronic Client Web Portal.
*Statements are being used for illustrative purposes only.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.
