How often do you report on the portfolio’s progress?
Mr. Roseman reports each month via fax. Usually by the 30th day following the month under review, clients will receive an unaudited fax statement accompanied by a market review summary. In addition to statements from Mr. Roseman, clients also receive statements from the bank where the portfolio is evaluated every three months or quarterly. Upon request, banks can also furnish monthly statements.
THE ENCLOSED DOCUMENTS SHOULD BE CAREFULLY REVIEWED BY PROSPECTIVE INVESTORS. THE FOLLOWING INFORMATION IS NOT AN OFFER TO PURCHASE OR SELL ANY SECURITIES. IT IS A PRESENTATION ONLY. REGISTERED AS AN INVESTMENT ADVISER WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION.
