“The detailed reports that you provide for my flat-fee account are very good. I especially appreciate the time-weighted, rate-of-return statements which allow me to see how my portfolio is performing, compared to the appropriate benchmarks. I also find the annual income projection very useful - I know beforehand how much money will be transferred into my bank account each month. On top of all this, the portfolio that you have set up for me continues to exceed my expectations. I very much appreciate your sincere and continuous advice.”
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