Portfolio Review - First State Bank of Middlebury

We monitor portfolios using custom software that links with leading trust accounting vendors. We receive daily data feeds that provide constant updates on portfolio positions, which are compared to benchmarks on an ongoing basis. Client guidelines and objectives are reviewed and written investment reviews are presented detailing our opinions about the portfolio and the changing market conditions. 

The credit card associated with your account will be billed on a monthly basis for the service of private labeling portfolio reviews.

An electronic copy of the document will be emailed to you in portable document format (.pdf) for electronic distribution.


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