Heintzberger | Payne Advisors believes in total transparency of the investment management process. Clients should have access to information about their account when they need it—not just when their advisors have determined there is a need. Consequently, we post information about the client's account to our website as frequently as daily. Other reports are updated monthly, most often by the 5th or 6th business day of the month. Extensive quarterly reports are completed and mailed within 10 business days of the quarter's end. All quarterly reports are archived on our website for easy retrieval.
Our clients find the easy-to-read format of our reports and the timing of their delivery to be key differentiators in Heintzberger | Payne Advisors' services.