We are very transparent about how we construct and manage your portfolio. These reports, which can be customized to your specifications, provide a guide for reviewing your assets. However please know that we are available anytime to answer any questions or concerns you may have. We hold ourselves directly accountable for your success.
All reports are available in paper format or electronically.
For all other custodians please go directly to their website portal.
Guyasuta is an SEC Registered Investment Advisor; as such we do NOT serve as the custodian of our clients’ assets. Our clients custody their assets at the broker or financial institution of their choice. The bulk of our clients’ assets are custodied at Charles Schwab & Company, Inc.’s Schwab Advisor Services, a division of Schwab which specializes in custody for registered investment advisors. Through client approved arrangements with the custodian chosen by our clients, we are provided with limited power of attorney to buy and sell securities on their behalf. Both Guyasuta and the custodian provide detailed communications to our clients. The custodian provides details of trade confirmations, money movements and monthly statements as well as tax reporting documents. Guyasuta provides quarterly summaries of all activity including performance benchmarks in addition to current market comments.