Comprehensive Reporting

Individuals and families face unique challenges when it comes to wealth planning.  Often for families with multigenerational wealth or individuals with highly diversified portfolios, investments are made utilizing several investment vehicles and through multiple accounts or firms.  This means that our clients waste valuable time reviewing multiple statements, which rarely includes performance information, when they could be reviewing MainLine Private Wealth’s comprehensive performance report.

At MainLine Private Wealth, we provide a solution that simplifies this process for our clients.  On a quarterly basis, MainLine Private Wealth consolidates all client assets – regardless of custodian.

• Inventories assets by account
• Reports on the performance of the entire portfolio
• Provides daily dynamic, style-blended benchmarking which creates a clear and precise view of the quality of the performance
• View current balances, historical performance as well as target vs. current allocations
• Review performance of an individual investment, account or entire portfolio
• Available via an online portal

Quarterly Reviews

Every quarter, MainLine Private Wealth meets with each client to provide a comprehensive portfolio review as well as gather information on developments in their financial life.  Our open architecture approach utilizes state-of-the-art reporting that can encompass not only assets we manage, but other assets as well.  We employ a dynamic, style-blended benchmark that delivers a higher quality view of performance that most advisors are unable to offer.  During each quarterly meeting, we provide a detailed review of the targets and current allocations, with recommendations for rebalancing where appropriate.