Townsend provides a consolidated performance report to clients. These reports will show your performance over a certain period of time.
To view your performance reports online, please click here and you will be directed to the Wealth Monitor login page. Please call the office to obtain your temporary password.
Important Disclosure Information
Past performance may not be indicative of future results. The above individual account performance information reflects the reinvestment of dividends (to the extent applicable), and is net of applicable transaction fees, Townsend & Associates, Inc. (“Townsend”)’s investment management fee (debited monthly), and any other related account expenses. Account information has been compiled solely by Townsend, has not been independently verified, and does not reflect the impact of taxes on non-qualified accounts. In preparing this report, Townsend has relied upon information provided by the account custodian. Please defer to formal tax documents received from the account custodian for cost basis and tax reporting purposes. Please remember to contact Townsend, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services.
Please Note: Unless you advise, in writing, to the contrary, we will assume that there are no restrictions on our services, other than to manage the account in accordance with your designated investment objective.
Please Also Note: Please compare this statement with account statements received from the account custodian. The account custodian does not verify the accuracy of the advisory fee calculation. Please advise us if you have not been receiving monthly statements from the account custodian. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.