STAAR
Financial Advisors STAAR
Financial Advisors
Statements and
Reporting
Our STAAR Funds
quarterly statements include a consolidated one-page year-to-date
summary of your positions in each fund as well as a summary of
your combined accounts… a simple and understandable view of
where you stand. Your chronological activity is shown on
the following page(s). If activity occurs during a quarter,
an Activity statement is generated confirming a share purchase,
redemption or transfer. For a nominal fee we can produce a
full statement for any date range desired.
Whether you use the
STAAR Funds, individual stocks and bonds or a combination of
these and other investments, we can provide management and
reporting services for your assets on a fee basis. Reports
for these clients include market evaluations, performance
evaluations and comparisons, positions details and allocation
analysis. For information on these services, call
412-367-9076.
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