Ongoing Service

Reports

Clients receive communication from their custodian and from Medley & Brown, LLC as follows:

Confirmations - The custodian sends confirmations on all transactions that take place in the portfolio.

Monthly Statements - Most custodians send monthly statements showing all security positions. If there is no account activity, statements are sent quarterly.

Quarterly Review - Medley & Brown, LLC sends a report each quarter showing all security positions and the current rate of return on the account. Returns are compared to commonly accepted market indices.

Reviews

We welcome the chance to meet personally with clients on a regular basis to review investment needs and strategies.

Additional Client Contact

We are always available to assist clients over the phone or by email.