Subscribing to our performance measurement reporting service allows clients to track time-weighted investment returns against a number of standard market indices. For family relationships, we offer specialized reporting capabilities and customized services. A team of family-wealth experts serves the unique needs of these clients. We provide specialized reports and services for these managers, including interfaces with a number of well-known management software systems. Past performance may not be indicative of future investment results.
Any investment involves potential risk, including potential loss of capital.
Before making any investment decision, please consult your legal, tax and financial advisors. If you are interested in receiving further information about these services, U.S. Trust can send you printed materials. All rights reserved.