What is your financial performance? How do you do against the DOW or S&P?
Since every client’s portfolio is managed individually, based on their own risk levels, that is a difficult question to answer.
If you decide to have us manage your accounts, we will create a benchmark of peer securities, specific to your risk level. For example, we would look at the performance of the large US stocks in your portfolio compared to the S&P 500. We would look at whether your non-US stocks rose or fell differently than the average non-US stock mutual funds. There are no cookie cutters at Mallard – your account is managed specifically for your needs. We also consider the tax impact of every move we recommend.
We use top-of-the-line portfolio management software. We are linked to TD Ameritrade, the primary custodian for our clients’ accounts, and other financial firms, so that every transaction is tracked, and accurately reported.