Reporting

The importance of quality reporting can’t be underestimated
In any investment management relationship, the timeliness and accuracy of information can be equally important as the need for quality investment experience. We understand that your desire to embrace a more sophisticated investment approach shouldn’t include complicated reporting issues. That’s why Sturgeon provides state-of-the-art solutions for accounting, performance and compliance reporting. You get up-to-date, real-time information and online account access so that you can accurately and efficiently monitor your holdings with customized reports such as:

• Daily financial statements
• Cash flow forecast
• Holding and transaction detail
• Automated general ledger upload
• Daily compliance history
• Credit watch reports
• Comprehensive performance reports

Sturgeon’s extension of your Treasury team provides you with SAS 70 audit support, and delivers Sarbanes-Oxley compliance reporting of your investment assets.

To learn more about Sturgeon’s Capital Management offerings please contact us at info@sturgeoninvestments.com or 617-742-6500.