The reports provided by many custodians vary from a simple three-page statement to an extensive 50-page quarterly report containing analytics. The Beringer Group has access to vehicles to provide exactly what the investor wants to see. In the case of multiple custodians, we can provide an asset overlay so that the investor doesn’t have to deal with multiple statements and try to determine what assets he/she actually has.
We also work closely with our clients’ accountants and attorneys to manage the tax process throughout the year, rather than waiting until year-end, when it is often too late to make significant changes.