Annual Tax Report

Included with our 4th quarter investment reports is relevant tax information. We include a Gain/Loss Report, breaking down all gains/losses incurred during the year and a separate Fees Paid Report itemizing our quarterly investment advisory fee. The reports are mailed in early January allowing ample time for our clients to complete their taxes.


Contact Us Today

contactwatermarkOffice: 757.305.1500
Toll Free: 866.495.6498
Fax: 757.305.1538
Email Us, Click Here