How often will I receive
updates on my investments?
You maintain control over your investment portfolios and receive trade confirmations and monthly statements directly from the discount brokerage company, who also acts as your custodian. Additionally, internet access is available twenty-four hours a day, seven days a week. United Asset Strategies, Inc. provides comprehensive portfolio performance, asset allocation, unrealized and realized gain and loss reports, and the overall progress of the total portfolio relative to comparable performance measurements, upon request at no charge.