Quarterly Reporting

KFAC reports to its clients quarterly regarding the rate of return achieved by their portfolios during the last quarter and previous twelve months of service. Additionally, clients may request tax reports (on gains, losses, interest and dividends) which they and/or their accountants may find useful in completing their tax returns and quarterly estimated payments.

KFAC uses Charles Schwab & Company as the primary custodian for our investment clients. Schwab sends our clients monthly brokerage statements and immediate trade confirmations, either through regular mail or e-mail if client chooses eDelivery.