Understanding how each of your investments fit together can be an administrative and time consuming challenge. We can provide customized performance reporting and analytics on your entire portfolio (including portfolios outside of Marquette’s management) to ensure you are invested in a way that best aligns with your goals, objectives and risk profile.
- Consolidated investment portfolio reporting including portfolio performance, asset allocation and holdings, cost/fee analytics and tax-efficiency
- Monthly custodial account statements
- Quarterly investment portfolio performance reports
- Online access to real-time account information and performance.
