BWFA Portfolio Statements-A New Look

By Meghan Manas | Director, Client Services

After much careful consideration and deliberation, we have revamped the client portfolio statements that clients receive in BWFA quarterly mailings. Based on feedback and suggestions from clients and members of BWFA’s Client Advisory Board, we have endeavored to incorporate more charts and graphs to better illustrate adherence to the client’s chosen investment model. In the updated statements, you will find the same data and information you are accustomed to receiving, but it has been inserted into a new and improved layout.