Measuring Performance

At SKM Wealth, we subscribe to services that supply us with hundreds of benchmark measures, performance figures for thousands of mutual funds, and a database of asset classes that includes information on risk (standard deviation) and other important measures.

SKM Wealth supplies performance reports to our clients on a quarterly basis. We have access to transaction and pricing data on a daily basis, and our portfolio management software enables us to provide comprehensive reporting on demand.

Our reporting system can generate rate-of-return calculations for any period desired. Our reports also summarize activity for the period and will compare investment positions to a client’s documented allocation policy.