Peltzer Capital Management tracks the performance of all its full discretion accounts using the Advent Accounting system. We have Performance Composites set up by investment objective to comply with the CFA Global Investment Performance Standards. All Registered Investment Advisors have restrictions on our ability to publish or advertise our performance results directly to the public. To request performance results please use the contact us, function and indicate your request in the open field provided.
We provide clients with detailed performance reports on at least an annual basis and more frequently if requested. The Advent System has the ability to break out individual components of a client’s total return in the following categories:
- Total Account
- Cash and Equivalents
- Fixed income
- Municipal Income
- Large-Cap US Equities
- Small-Cap Us Equities
- Real Estate Investment Trusts
- Other (Gold, Silver, other natural resources)
Each segment is also compared to an appropriate investment benchmark. For example, Large-Cap U.S. Equities is compared to the S&P 500 Index.
PCM strongly believes that providing detailed investment performance and explaining it clearly to clients on a regular basis is one of the best ways to demonstrate the value we are adding as your trusted financial advisor.<