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Walden Capital Advisors provides clients with ongoing communication and reporting to keep you focused on your future. |
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- Monthly statements are mailed directly from your custodial firm.
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- Quarterly reports are sent by Walden Capital Advisors and include a detailed list of holdings, asset allocation summary and performance review. Clients may choose to have their accounts reported on an individual or household level.
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- Gain/loss reports are provided at year-end for tax planning.
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- Online account access is available 24/7.
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- We encourage clients to meet with us periodically to review their financial and life goals, progress and risk selection.
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| We offer our personalized advisory services to high net worth women and men, most of whom have initial portfolios of $1 to $10 million. We cater our practice to: |
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Couples |
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Divorced, widowed and single women |
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Retirees |
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Small business owners |
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