What kinds of reporting services can clients expect from Green Investment Management, Inc.?
• A Monthly Statement Illustrating Positions and Activity (monthly statements are provided by custodians and not GIM) • A Quarterly Summary of Portfolio Allocation • Quarterly and Yearly Performance Reporting • Our Quarterly Newsletter, The GIM Report, Market Commentary • And an Annual Cost Basis ReportIn addition to the above, ID’s and passwords for secure web account access are issued at request.
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