A significant advantage Holbein Associates has over other firms is the ability and desire to provide custom tailor made reports for our clients. In addition to custom graphics and educational sessions, Holbein Associates  provides quarterly performance reports covering:

• Investment manager peer group comparison

• Total Fund comparisons

• Risk/Return analysis

• Check for compliance with Investment Policy guidelines and objectives

• Quarterly capital market reviews.

Monthly investment performance summary reports are provided to clients covering comparisons to policy benchmarks and market indices. All reports and presentations are customized to fit the unique needs of each  client.