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Reason,
not happenstance, builds wealth. Asset allocation is the only true means
to accumulate real returns in an ever-changing market.
Roland Jones, President Capital Advisers
Performance Reporting
Portfolio performance is reported on a quarterly basis. The series of reports include portfolio actual and time-weighted returns, portfolio position analysis, and a position performance summary. In addition to the quarterly reports provided by Capital Advisers, Inc., the client receives monthly statements from the custodian.
Firm Profile Management and Research
Performance Reporting
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