ADVICE AND SERVICE FOR INDIVIDUALS
REVIEWING AND REPORTING
We think of ourselves as managing the investment program on the client's behalf. Even though we do not have discretionary authority to make changes, we actively re-evaluate our own advice. Federal Street reviews our clients' asset allocation and the third-party managers on an ongoing basis and recommends changes as appropriate.
We report to clients on a quarterly basis. We strive to deliver our investment reviews and accompanying narrative within 30 days after the end of each calendar quarter. Our reports contain asset detail, net after fee results, as well as manager and total account profit and performance information.