How do I track what is happening to my account?

You will receive confirmation of each purchase and sale of a security from your custodian (our preferred custodian is TD Ameritrade). Additionally, each client is sent monthly account statements from their custodian that details all activity and lists the market value of each asset. Moreover, The Broughton Investment Group, Inc. sends a quarterly package which includes a portfolio appraisal, market commentary and other relevant information. Finally, clients, through meetings and periodic reports, may receive information about their accounts and performance relative to their goals and appropriate indices.