Portfolio Construction & Reporting
Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and outdated brokerage models. We tailor investment portfolios through a core and satellite approach that provides our clients with individual stock or bond exposure as well as inexpensive index exposure.
- Global Investment Reach
- Liquid, Cost-Effective Investments
- Full Transparency
- Tax Efficiency
Wealthstreet offers some of the most innovative and modern performance reporting in the industry. The firm has made a considerable investment in its investment technology platform, offering clients an online portal for daily review across multiple custodians in a concise and interactive format.
Holdings can be viewed in numerous configurations and aggregations including by account, asset class (and sub-classes), tax status, and custodian. The portal encompasses many interactive features including:
- Live, Daily Market Updates
- Multiple Viewing Options
- Advisor Commentary Videos
- Electronic Statements
- Advisor Meeting Scheduling
- Wealthstreet Iphone and Android App