Consolidated Reporting Makes Reviewing Your Portfolio
Easy
FINALLY -- a way to make it easy to see where your financial portfolio
stands. At Nauset, we have created a proprietary reporting method: we consolidate
reporting on ALL your accounts into one easy-to-read statement.
That's because we manage and track all your investments in all
your accounts (IRAs, 401(k), brokerage) on one platform. This allows us to
closely monitor and manage your assets by seeing your entire portfolio. It
provides ease of control and consolidated reporting. And makes
reviewing your finances much easier for you.
Our clients tell us that this is one of the most
valuable components of our service. . .
that we manage holistically ... and then they can see at one glance
all of their accounts.
We provide you with a single
point of access to view your accounts at Fidelity Institutional Brokerage.
(Except, of course, for accounts that cannot be transferred from other
custodians such as 401(k) and 403(b) accounts.)
Fidelity Institutional Brokerage Group is our primary custodian for client
assets. Fidelity’s vast resources provide unlimited asset protection
insurance, a wide offering of investment options (non-Fidelity and Fidelity
products) and leading edge technology. Nauset receives no commissions or
fees from Fidelity for using its custodian services.
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