Confidence

American Capital allows you to feel comfortable and in control of your investments by providing a comprehensive quarterly performance report. Because your time is valuable, our reports are clearly organized and easy to understand. Each quarter, your personal portfolio report allows you to review:

- A summary of your portfolio holdings.

- The distribution of your funds among asset classes.

- An in-depth analysis of your total portfolio.

- The performance of each fund in your portfolio.

Your report includes a breakdown of relative performance versus risk for all your investments and a complete reconciliation of cash flows to and from your account. As a result, you get the confidence which comes from knowing precisely where your assets are invested and how they are performing.

Every 3 months we send a audio tape to our clients that details market and economic events for the previous quarter.  These tapes also give information on the mutual funds we are using as well as our outlook for the future.  A transcript for each of these reports for the past two years is available by choosing the quarter listed at the top of this page.

Send mail to amercap@aye.net with questions or comments about this web site.