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Do you want a clearer view of your wealth?
Pinkerton Wealth gives a comprehensive overview of your situation that no other group can match. Clients receive a printed Dashboard every quarter.
Our proprietary Quarterly Dashboard supplies the most important aspects of your assets including:
- Since Joining Pinkerton Wealth:
Since the beginning of the relationship, this area shows the amount that was initially invested, all additions and withdrawals and the total gains or losses. - Most Recent Quarter:
Similar to “Since Joining Pinkerton Wealth”, but for the most recent quarter. - Portfolio Performance:
Illustrates your total return, net of fee’s for a variety of time frames, including most recent quarter, Year-to-date, two most recent calendar years, and total since joining. The DOW return is also stated for the same time periods for comparison. - Monthly Withdrawals:
For those clients in retirement taking monthly withdrawal, this area helps keep those withdrawals in perspective. - Retirement Accounts YTD:
Once a client reaches 70 1/2, they need to start taking money out of their retirement accounts. This area states the IRS’s required minimum distribution and whether the client has satisfied that amount yet. - Portfolio Composition:
All accounts are listed with their current values. A pie chart is included as a view of their asset allocation.