Consolidated Reporting Package

o you want to keep track of your portfolio and all the relevant details, but feel that you have better things to do with your time? Every day, behind the scenes, we are retrieving, reconciling, measuring or assessing your portfolio. We measure performance down to the security level and compare versus relevant benchmarks and broad-market indexes, including risk adjusted returns. We analyze the returns on a dollar- and time-weighted basis, as well as for style and sector exposures.

Our consolidated reporting package is why many clients choose Manchester. Aside from your monthly statements, quarterly reports and newsletters, you also have round-the-clock, online access to your accounts. We also offer a tax reporting package to our clients’ CPAs for year-end tax planning. Further, each year our clients receive a tax return reporting package to make tax return preparation easier.

Manchester knows how to employ tax-wise decisions across all your assets. We have two team members who started their careers in public accounting (Arthur Young and Price Waterhouse). They consult with and provide timely information to our clients’ CPAs. This is a significant value-added element of our service in that we understand the tax intricacies of investing and taxes in general. CPAs appreciate working with us because we understand their needs. We work closely with your CPA, allowing you to have more productive and less taxing meetings.