Investment Portfolio Review & Management
At Diamond Blue Financial Services, we take the greatest care in managing your investment portfolio. Our process and systems keep you informed and to ease the burden of administration for you.
Our clients may elect to view their portfolio online via a Client Access login. Client Access is powered by IRESS and lets you view and keep updated on your portfolio online 24/7. You can also access a range of reports including:
- The latest portfolio valuations
- Transaction history
- Taxation reports
- Projected Income reports
We regularly review your investment portfolio determining which stocks (and other investments) to buy and sell. If we believe that it is in your interest to make immediate changes to your investment portfolio, we will contact you. Selected investments are monitored daily and reported monthly to our Investment Committee.
Additionally, Diamond Blue Financial Services can assist you with the following:
- Budget & Cash Flow
- Preparation of Investment documents for your Tax Return to be completed
- Ongoing Portfolio Adjustments
- Monthly / Quarterly and Annual reviews