Overview of Reporting Section

Reports are sent to clients on a quarterly basis, within 60 days of the end of the quarter, and include the following:

  • Quarterly Notes, common to all clients
  • Client Report, which is personalized for each client
  • Investment Report on a particular company, common to all clients

Samples of these reports can be found through the links below.

In addition, Panoply issues notes on developments of interest on an ad hoc basis. Of course, clients also receive standard holdings , transaction and tax reporting from their discount broker.