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Quarterly Performance Measurement and Risk Monitoring using an array of analytical tools and techniques tailored to each portfolio. Our consultants meet with you quarterly to review the reports, interpret the results and update the investment approach as appropriate. Also provide statement analysis of cash flows, market values, and calculate pre-tax, after-tax and taxable equivalent returns for clients. Portfolios range from $125 million to $6.5 billion.
Investment Manager Monitoring
Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
