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20 Kings College Place
Stratford, CT 06615

Main Street Financial - Robert E. Dains, CPA, CFP®

(203) 383-4411


Quarterly Performance Reports

I take pride in keeping you informed on the progress of your portfolio. After you and I have selected and implemented an appropriate investment mix, your investment progress is reported to you on a quarterly basis.

H.D. Vest's reporting package is among the best in the industry. Each report provides you with the means to monitor your portfolio and measure your progress toward your financial goals. And of course, I am always available for regular conversations with you about the status and performance of your investments.

Each quarterly report includes:

  • Easy-to-read color graphs and charts
  • Portfolio Performance Summary
  • Detailed Portfolio Holdings
  • Portfolio performance history vs. the inflation rate

View a Sample Quarterly Performance Report booklet.

Note:  To view the Sample Quarterly Performance Report you will need to use a PDF file viewer such as Acrobat Reader or Acrobat Exchange from Adobe Systems Incorporated.  Acrobat Reader is available at no charge.

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