Consolidated Reporting

At Argentum we believe a key component of successfully managing your portfolio is the evaluation of your investment results on a consolidated basis. Argentum recognizes the need for our clients to have one master source of information with respect to their investment performance. As a result we prepare a detailed report of your portfolio performance every quarter. Through a clear, easy-to-understand format, you will find portfolio returns, tax reporting, gains and losses, manager and index comparisons, and a consolidated summary of all of your investments.

We also pay special attention to the tax aspects of your portfolio and actively review your account in an attempt to increase your after-tax return. Should you need more up-to-date information, Argentum can provide a personalized reporting.