Frank, Rimerman & Company - California Accounting Services certified public accountants
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Investment Performance Reporting

We provide investment performance reporting for our individual clients that includes the following:

  • Providing consolidated quarterly or monthly performance reports
  • Monitoring asset managers/funds closely for observance to their mandates at least quarterly
  • Reviewing portfolio return, risk, and performance versus predefined benchmarks on a quarterly basis
  • Updating an investment policy as needed

Investment Performance Reporting Services provided by Frank, Rimerman Advisors LLC, registered investment advisors.
 
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