REPORTING
In addition to the monthly statements issued directly by the custodial firms we have partnered with, clients of Quorum Investment Counsel also receive quarterly account reports prepared by AssetBook. AssetBook is the premier reporting and portfolio management system. AssetBook provides a flexible, dynamic portfolio management and reporting platform, allowing clients to conveniently view in one report also those accounts that are not managed by Quorum Investment Counsel, and that are custodied elsewhere. Important Disclaimer: When provided with multiple statements prepared by different sources, clients should always compare the information contained in such statements for accuracy. |