Home  |  Investment Management  |  Portfolio Managers  |  Price & Performance  |  Tax-effective  |  Client Reporting  |  Financials  |  Prospectus  |  MRFP

Client Reporting

Quarterly statements: consolidated statements are generated on a quarterly basis and detail the value of your investments, portfolio composition, portfolio growth over time, annualized rates of return, and other important information.   In trying to do our part to help the environment, your March and September statements will be generated electronically.  If you wish to have these statements mailed to you, please notify your financial advisor.

InvestorOnline: United Financial InvestorOnline gives you secure around-the-clock web access to important information about your account(s). Click here to read more about InvestorOnline.

Fund Reports: to opt-in or opt-out of receiving paper copies of our annual and semi-annual fund reports, please complete and submit this form at your earliest convenience: request form.