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To ensure that our clients are well informed, we deliver easy to read quarterly reports that detail each client's master wealth picture, including both Bainco and non-Bainco managed assets. The quarterly reports include a summary page with a total net-worth line and detailed sub-account information, including securities held, market values, and percentage of assets for each security. Our clients are able to see their entire wealth on a single page so that they know where their money is, who is managing it, and how it is performing.
Additionally, we offer online access for clients to view daily account balances, financial news, and other market related information.
Phone 617.536.0333 |
Fax 781.239.3333 |
E-mail info@bainco.com |
Employees |
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