Website Vault & Portfolio

Client Website Vault and Updated Portfolio Status

All clients have on-line access through the log-in page on this website to a vault for documents and information on their investments and administration.


EWK produces updated portfolio reports

    • Quarterly reports on portfolios, movements each quarter, including incoming contributions and any drawings.

The EWK in-house newsletter reviews investment markets over the previous 3 months and explains expectations for next 3 months, with additional articles on the market.

Our focus is providing meaningful updates that provide perspectives on the markets and on any matters relevant to clients and or their families and friends.

The vault and updated status reports provide clients with access to the information they may need and keeps EWK in contact with clients as means of updating information.