Customized Reporting - For Your Needs

One of the key distinctions of GMP Private Client is our ability to provide statements that are truly customized to the needs of each client.

In addition to standard, industry-mandated quarterly statements, you can choose to receive customized updates on a schedule that suits you. Sophisticated technology enables each Investment Advisor to produce reports with as much or as little detail as each client desires, and to present this information in a variety of formats.

If you have assets in various accounts with GMP Private Client - whether stocks, mutual funds, bonds, or other investments - you may benefit from our Signature Unified Managed Account. With this service, you receive consolidated quarterly reports that provide a complete overview of all your accounts, including current holdings, capital gains/losses, performance, and customized benchmarks, for assets managed by external money managers (in our Signature Separately Managed Account program), as well as those managed by your Investment Advisor.