Investments clients receive the following quarterly statement in addition to
the custodian's monthly statement. This quarterly statement is meant to
complement the monthly statement and provide a different view of a client's
Most clients have more than one account with Sharp Investments (husband's
IRA, wife's IRA, etc.). The advantage to our statement is that we
consolidate accounts and provide an overall portfolio view of all assets
under management on a single page.
In addition to the client statement, clients receive a multi-page analysis of
their portfolio, the securities, the stock market in general, the economy,
and strategy for the coming quarter.
This statement is not meant to imply a certain quarterly performance is
guaranteed, but is used as an illustration of the type of information
provided to clients on a quarterly basis.