Robust Reporting

Clients of Century Wealth Management have a clear and accurate picture of their investment holdings and performance. We don’t look at reporting as a way for us to justify our existence. We provide reporting to clients so that they can rest assured that their goals are being achieved.

To that end, we aggregate data from many sources – everything from daily downloads from major investment banks and master custodians, to manual entry of investment partnerships. We even include data from outside managers, so our clients have a single, complete picture.

Ultimately, we are proud of the quality, accuracy, and detail of the reporting available to our clients, including:

• Quarterly performance updates that aggregate the investment performance of each client’s entire portfolio, compare performance to benchmarks, detail holdings, and provide transaction history.

• Performance summaries of private equity holdings detailing commitments, calls, and distributions.

• Periodic cash flow reviews using Monte Carlo simulation to model likely outcomes.

• Secure, online access to account details, portfolio holdings, and historical reports.