- November 19, 2013
- Posted by: Parker Evans, CFA, CFP
- Category: Uncategorized
At Successful Portfolios LLC we systematically track the investment performance of every client account including closed accounts and non-discretionary accounts. Why? Because we care about our performance and your investment returns.
Download the Successful Portfolios client composite performance report here. This report shows you the net investment returns of all Successful Portfolios client accounts in composite form from account inception through month end October 2013. Does your investment advisor make this kind of detailed information available to you in writing? If not you might want to consider a new advisor.
Successful Portfolios is now accepting new clients. Call Successful Portfolios at 727-744-4818 for a free consultation and portfolio review.