The Client Experience
Chief Investment Officer
Chief Investment Officer:
Consolidated Performance Reporting
With the growing demand for investment objectivity and transparency, clients demand a better performance reporting platform. We provide customized performance reports to our clients on a quarterly basis. These reports aggregate and consolidate the investment performance of all portfolios both internal and external to Glenmore Advisors. Glenmore takes pride in the ability to customize client reports to specific net-of-fee performance metrics, time horizons, and benchmarks. In addition, we can provide tax information on a quarterly basis to the client's tax advisors and coordinate the payment of estimated taxes.
Glenmore remains agnostic with respect to custodial, banking, and trust platforms. Our job is to evaluate the merits of the available offerings that are uniquely qualified for the client's needs. After the selection of the platform, Glenmore ensures that the selected provider remains accountable.