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I currently work with a broker and receive a regular statement. Will I also receive a statement from Jerrmar Capital Management ?

April 26, 2017broker Capital Currently Management regular

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I currently work with a broker and receive a regular statement. Will I also receive a statement from Jerrmar Capital Management ?

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Clients will receive a portfolio appraisal at least once per calendar quarter. If necessary and requested by the client, we will provide monthly account appraisals. Additionally, we can provide clients with an appraisal or other special report at any time it is needed. The brokerage firm, as custodian, will also provide clients with regular monthly statements and a confirmation each time a transaction is initiated for the account by the adviser. Additionally, as an auditing measure, Jerrmar Capital Management receives copies of all client brokerage statements and transaction confirmations. This duplicate set of records is stored by our firm and used to generate the client statement.