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REVIEW PHASE

We conduct annual reviews with you on a planned basis. At each annual review we will provide a written update on how you are doing against your goals, and will determine if adjustments are needed to your portfolio.

Clients utilizing our investment advisory services receive monthly position statements and quarterly performance reports on their accounts.

Finally, your total financial picture is available online through the Personal Financial Portal℠, 24 hours a day, 7 days a week, 365 days a year.

Steps in the Review Phase of the Partnering Process℠

Step Who Your Time

INTERIM REVIEW

  • Check progress toward goals
  • Review account statements and performance reports
Client & Oxford As Needed

ANNUAL REVIEW

  • Revisit goals
  • Update progress via The Financial Wellcheck℠
  • Review investment policy statement, adjust portfolio as needed
Client & Oxford 1 Hour per Year