{"id":219,"date":"2022-12-29T13:21:47","date_gmt":"2022-12-29T13:21:47","guid":{"rendered":"https:\/\/96.127.148.2\/~greenportfa2022\/dev2022\/?page_id=219"},"modified":"2024-01-26T13:00:52","modified_gmt":"2024-01-26T13:00:52","slug":"performance-reports","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/","title":{"rendered":"Performance Reports"},"content":{"rendered":"<div id=\"pl-219\"  class=\"panel-layout\" ><div id=\"pg-219-0\"  class=\"panel-grid panel-has-style\" ><div class=\"siteorigin-panels-stretch panel-row-style panel-row-style-for-219-0\" data-stretch-type=\"full\" ><div id=\"pgc-219-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-219-0-0-0\" class=\"so-panel widget widget_sow-image panel-first-child panel-last-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-image so-widget-sow-image-default-c67d20f9f743-219\"\n\t\t\t\n\t\t>\n\n<div class=\"sow-image-container\">\n\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/performance-reports-1200x500-2.jpg\" width=\"1200\" height=\"500\" srcset=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/performance-reports-1200x500-2.jpg 1200w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/performance-reports-1200x500-2-300x125.jpg 300w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/performance-reports-1200x500-2-1024x427.jpg 1024w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/performance-reports-1200x500-2-768x320.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"performance-reports-1200&#215;500-2\" alt=\"Greenport Financial Advisers\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><\/div><\/div><div id=\"pg-219-1\"  class=\"panel-grid panel-has-style\" ><div class=\"panel-row-style panel-row-style-for-219-1\" ><div id=\"pgc-219-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-219-1-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h1><span style=\"color: #000000;\">Akron-Canton Wealth Management<\/span><\/h1>\n<h2>Investment Performance Reports - Keeping Your Destination in View<\/h2>\n<p><strong>Prearranged mutual checkups keep your goals and investments on the same course.<\/strong><\/p>\n<p>Periodic investment performance reports keep us aligned. A lot of people, companies, and organizations talk about transparency these days. Talking about it and putting on paper in front of you are vastly different experiences. Greenport Financial Advisers not only welcomes scrutiny, but insists upon it, in the form of regular meetings to compare performance to plan.<\/p>\n<hr \/>\n<p style=\"color: #0e79ba; font-weight: bold; border: solid 1px #0e79ba; padding: 10px;\">DISCIPLINE #3 \u2013 REPORT<\/p>\n<ul>\n<li><span style=\"color: #0e79ba;\">portfolio performance review<br \/>\n<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">compare performance to stated investment objectives<br \/>\n<\/span><\/li>\n<\/ul>\n<hr \/>\n<p>\"How am I doing?\" This single question may be the one most unclearly answered by financial advisers. In this age of transparency, Greenport Financial Advisers believes in giving you the full story with regard to the performance of your portfolio, the good and the not-so-good.<\/p>\n<p><strong>At least once per year, we request a candid, shared examination of written reports stating:<\/strong><\/p>\n<ul>\n<li>quantitative rate of return for current and trailing periods<\/li>\n<li>net dollar growth of your portfolio as compared to your net dollars invested since inception<\/li>\n<\/ul>\n<p><strong>We will also review:<\/strong><\/p>\n<ul>\n<li>current asset allocation of your portfolio<\/li>\n<li>your personal Investment Policy Statement and its validity going forward<\/li>\n<\/ul>\n<p>Greenport isn't for everyone, but we may be right for you. If you want investment discipline instead of everyday responsibility, <a href=\"https:\/\/greenportfinancial.com\/contact-us\/\">contact us online<\/a> or call <strong>330.433.1800<\/strong> for a free consultation.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Akron-Canton Wealth Management Investment Performance Reports &#8211; Keeping Your Destination in View Prearranged mutual checkups keep your goals and investments on the same course. Periodic&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":214,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.3 (Yoast SEO v22.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Akron-Canton Wealth Management | Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performance Reports\" \/>\n<meta property=\"og:description\" content=\"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/\" \/>\n<meta property=\"og:site_name\" content=\"Greenport Financial Advisers\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/GreenportFinancialAdvisers\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-26T13:00:52+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/\",\"url\":\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/\",\"name\":\"Akron-Canton Wealth Management | Greenport Financial Advisers\",\"isPartOf\":{\"@id\":\"https:\/\/greenportfinancial.com\/#website\"},\"datePublished\":\"2022-12-29T13:21:47+00:00\",\"dateModified\":\"2024-01-26T13:00:52+00:00\",\"description\":\"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.\",\"breadcrumb\":{\"@id\":\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/greenportfinancial.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Client Meetings\",\"item\":\"https:\/\/greenportfinancial.com\/client-meetings\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Performance Reports\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/greenportfinancial.com\/#website\",\"url\":\"https:\/\/greenportfinancial.com\/\",\"name\":\"Greenport Financial Advisers Inc.\",\"description\":\"Investment Discipline\",\"publisher\":{\"@id\":\"https:\/\/greenportfinancial.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/greenportfinancial.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/greenportfinancial.com\/#organization\",\"name\":\"Greenport Financial Advisers Inc.\",\"url\":\"https:\/\/greenportfinancial.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/greenportfinancial.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2022\/12\/Greenport-Logo.png\",\"contentUrl\":\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2022\/12\/Greenport-Logo.png\",\"width\":296,\"height\":79,\"caption\":\"Greenport Financial Advisers Inc.\"},\"image\":{\"@id\":\"https:\/\/greenportfinancial.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/GreenportFinancialAdvisers\",\"https:\/\/www.youtube.com\/@GreenportFinancial\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Akron-Canton Wealth Management | Greenport Financial Advisers","description":"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/","og_locale":"en_US","og_type":"article","og_title":"Performance Reports","og_description":"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.","og_url":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/","og_site_name":"Greenport Financial Advisers","article_publisher":"https:\/\/www.facebook.com\/GreenportFinancialAdvisers","article_modified_time":"2024-01-26T13:00:52+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/","url":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/","name":"Akron-Canton Wealth Management | Greenport Financial Advisers","isPartOf":{"@id":"https:\/\/greenportfinancial.com\/#website"},"datePublished":"2022-12-29T13:21:47+00:00","dateModified":"2024-01-26T13:00:52+00:00","description":"Greenport Financial Advisers not only welcomes scrutiny in the form of regular meetings to compare performance to plan.","breadcrumb":{"@id":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/greenportfinancial.com\/client-meetings\/performance-reports\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/greenportfinancial.com\/"},{"@type":"ListItem","position":2,"name":"Client Meetings","item":"https:\/\/greenportfinancial.com\/client-meetings\/"},{"@type":"ListItem","position":3,"name":"Performance Reports"}]},{"@type":"WebSite","@id":"https:\/\/greenportfinancial.com\/#website","url":"https:\/\/greenportfinancial.com\/","name":"Greenport Financial Advisers Inc.","description":"Investment Discipline","publisher":{"@id":"https:\/\/greenportfinancial.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/greenportfinancial.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/greenportfinancial.com\/#organization","name":"Greenport Financial Advisers Inc.","url":"https:\/\/greenportfinancial.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/greenportfinancial.com\/#\/schema\/logo\/image\/","url":"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2022\/12\/Greenport-Logo.png","contentUrl":"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2022\/12\/Greenport-Logo.png","width":296,"height":79,"caption":"Greenport Financial Advisers Inc."},"image":{"@id":"https:\/\/greenportfinancial.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/GreenportFinancialAdvisers","https:\/\/www.youtube.com\/@GreenportFinancial"]}]}},"_links":{"self":[{"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/pages\/219"}],"collection":[{"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/comments?post=219"}],"version-history":[{"count":12,"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/pages\/219\/revisions"}],"predecessor-version":[{"id":765,"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/pages\/219\/revisions\/765"}],"up":[{"embeddable":true,"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/pages\/214"}],"wp:attachment":[{"href":"https:\/\/greenportfinancial.com\/wp-json\/wp\/v2\/media?parent=219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}