Transparency & Reporting

One of the advantages of working with Evermay lies in the great emphasis we place on communication, not only during the strategic planning phase, but on a regular basis throughout the year. We engage you in open-ended dialogue, provide clear and comprehensive quarterly reporting and practice total transparency, all of which enable you to better oversee the management of your portfolio.

Tax Reporting

We want you to retain as much of your wealth as possible, and continually look for tax-efficient investments that will help achieve that goal. We also make it easy for you to realize those tax benefits by providing an organized, annual accounting of your portfolio’s performance.

Our sophisticated tax-reporting system tracks and records all transactions, trades and distributions throughout the year. At year’s end, we provide you with a comprehensive, tax-reporting package that details your portfolio gains, losses, income and expenses. We also compile and review your 1099’s, K-1’s, and any other relevant information, and forward those as well.

Performance Reporting

Whether you work with us on a discretionary or advisory basis, you will receive a consolidated, quarterly performance report detailing how your portfolio has performed in relation to individualized targets and appropriate benchmarks net of fees. If you wish, we can also report on assets held outside of our advisement.

You also will receive trade confirmations and monthly statements from third party custodians. For your cross-reference, we include this information in our quarterly reports.

In addition, depending on your needs and preferences, we will meet with you on an annual, semi-annual or quarterly basis to discuss your program’s progress and address any outstanding issues. Of course, you are welcome to call or meet with us at any time with questions or concerns.

Transparency

Our fee structure is based on a percentage of assets under management, and we fully disclose all fees upfront, including trading and clearing costs.

At Evermay, we believe that open communication and clear, concise information enhance the management of your portfolio.