Fixed Income Advisor Services Investment Reporting

One of the most important services of fixed income portfolio advisors is to provide timely and accurate reports.

We have partnered with e-folio to provide our clients with an expert, third party, portfolio accounting system. We use e-folio reports because they are a web based software that provides comprehensive accounting reports with easy access. We pass their fees directly on to our clients, with no markups.

Accurate and timely reports help our clients understand the characteristics of the portfolio and how well the portfolio is performing. Reports can be customized to meet the needs and objectives of our clients.

26676 Woodward Avenue

Royal Oak, MI 48067

248.548.8400

info@m-f-a.com