What We Do

Keeping You Informed

We are committed to keeping you informed about your portfolio, the financial markets, and the economic climate with frequent and easy to understand communication. We tell you what we are thinking, what we are doing and why we are doing it.

Online Account Access:
You can access information about your accounts online at any time. Our online system lets you view your financial information in a variety of ways; by investments, by account, etc., and by timeframes; monthly, quarterly, year-to-date, etc.

Cassaday & Company Commentary:
Our commentary gives us a chance to provide you with an in-depth perspective on the markets, the rationale for our investment recommendations, or to take a closer look at issues that may affect the markets or your portfolio.

Monthly Reports:
Our custodian, Pershing and Company, produces a regular monthly statement. This statement has won the Dalbar Award for Clarity in Communications and shows in great detail all of the activity in your accounts as well as details of your holdings. At year-end, we provide a consolidated tax statement and realized gain and loss report.

Quarterly Reports:
As investment professionals, we believe that regular reporting of our investment results allows investors to stay on top of the progress of their portfolios with us. Shortly after the close of each calendar quarter, you will receive a comprehensive quarterly report. This performance review shows you:

  • The aggregate value of all of your household accounts with us.

  • The returns on your assets, after fees and expenses, for various trailing periods, e.g. 90 days, year to date, one, three and five year periods.

  • The asset allocation of your portfolio.

  • A commentary on the previous quarter’s activity and results.

Quarterly Client Newsletters:

Cassaday & Company provides quarterly newsletters to our clients.  These newsletters provide timely information on financial topics that may interest you, commentary of the state of the markets and updates about Cassaday & Company and our team members.  If you would like to receive a copy of this newsletter, please send an email to newsletters@cassaday.com.  To view past issues, please click on the link below. 

Cassaday & Company Newsletters