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Customized reports are available as requested, on a periodic or ad hoc frequency.
Account statements are generated monthly or quarterly depending on your preferences, and they are available electronically through our website, on Beacon Client Point. The statements include: an overview of the current position and year-to-date changes, overall asset allocation of the portfolio, a listing of all holdings by asset type, and detailed transaction activity.
Your client team is always available to meet with you to review your statement and all portfolio activity.