What To Expect

See below to learn more about what to expect from a relationship with us. Please see the FAQ page for answers to the most commonly asked questions.

  • Discretionary Asset Management — When you hire us, you provide us with discretionary authority to make the investment decisions in your account based on our investment philosophy.
  • Automated Daily Account Updates — You can elect to receive daily statements via e-mail. These statements include all of the activity in your account in an easy to navigate format. Click here for a sample daily statement.
  • Timely Performance Measurement — We deliver Quarterly Performance Reports that offer an unbiased evaluation of our performance since account inception. Click here to see a sample Quarterly Performance Report.
  • Account Custodian — All of our client accounts are held at Interactive Brokers, LLC. Individual, Joint, IRA, SEP IRA, Roth IRA, and Trust (including qualified plan trusts) accounts can be accommodated. Interactive Brokers LLC is not affiliated with and does not endorse or recommend Cirrus Capital. Interactive Brokers provides execution and clearing services to customers of Cirrus Capital. For more information regarding Interactive Brokers LLC, please visit www.interactivebrokers.com.