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Contact Us

Performance Review

Performance review is at the heart of what we do for you.  It is the core of candid financial management.

We will quantify the actual performance of your investments under our management yearly and compare those findings with the performance of asset class benchmarks.  You will receive an annual report citing growth, comparison and analysis.

This Performance Review will determine whether you are on target with meeting your financial goals.  Maybe circumstances in your life have changed?  Have your goals changed?  Have your time horizons changed?

If adjustments need to be made, your Financial Plan will be revised and the cycle begins all over the again.  If you’re satisfied with the Plan and your goals are the same, CVWA will continue to advise, distribute quarterly reports and conference annually with you throughout the life of our management engagement with you.

  • CVWA
    319-266-6507
  • CVTA
    319-266-6406

411 Viking Road, Suite A | Cedar Falls, IA 50613 | Fax 319-266-6601 | invest@cedarvalleywealth.com

Fidelity Investments is an independent company, unaffiliated with The Heaton Hoppes Group, LLC dba Cedar Valley Wealth Advisors (Cedar Valley). Fidelity Investments is a service provider to Cedar Valley. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cedar Valley and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 683422.2.0

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