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Posted by kdadmin on February 21st, 2013.

I hope you’ve been enjoying the recent stint of brutal cold. I’d forgotten how much I enjoyed being reminded that I’m a Minnesotan. Nothing does that quite like laughing out loud when it’s a billion below zero, but sunny, so I want to go play outside…

I’ve enclosed a printed version of the performance report we’ve been generating and will begin to post to your web portal. You can log into your web portal at:

The first page of the performance report displays your current allocation, your trailing performance against an appropriate index, your comparison against that index over historical periods, and your actual performance by account. The report is dated for the trailing one-year period, as this is usually the most important for current investment account allocation performance. Your account is the shaded area, the dark line is the comparative index. The second page details the performance of each of your investments by asset class over various periods of time.

Please contact us so that we can walk you through the website.

In the future, this report will be posted, monthly, around the 12th of the month, to your investment web portal listed above. You will receive an email notification. Of course, you can always log in to see exactly how you’re doing on any day of the month as well. For those of you who do not have access to the Internet, we’ll be mailing these reports.

If you’d like to discuss this with me in more detail outside of normal office hours, please feel free to contact me directly at [email protected], or call my cell phone either by calling the office line and pressing 2, then 0, or by calling me at 763-229-5569.

Happy Frostbite!


Minneapolis, MN | St. Croix, USVI
(763) 577-1900