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.