Measuring Performance

Measuring Performance

All investment managers should be held accountable to predetermined benchmarks for measuring performance. At SKWealth, we subscribe to various sources that supply us with hundreds of benchmark measures, performance figures for all investment types (mutual funds, ETFs, stocks, bonds, etc.) along with various risk measures. We also design custom benchmarks to meet each individual client’s unique risk/return profile.

SKWealth will electronically and securely supply quarterly performance reports on a regular basis. We have access to transaction and pricing data on a daily basis, and our portfolio management software enables us to provide comprehensive reporting on demand. In addition, our clients receive monthly statements directly from the custodian.

Our reporting system can generate rate of return calculations for any period desired. Our reports also summarize activity for the period and will compare investment positions to a client’s documented allocation policy. A financial planner and the Director of Investments will formally review each client’s portfolio at least once a month. All financial planners and the Director of Investments are reviewers.

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