MidAtlantic believes that communicating with our clients openly, clearly and on a regular basis keeps them well informed and assures that we are responsive to their immediate and future needs. MidAtlantic is always available to discuss the account or any concerns our clients may have.

In addition, our clients receive the following reports and access to information:

Monthly and Quarterly Investment Reports include:

  • Complete listing of every transaction in the account
  • Current asset holdings report
  • Portfolio performance compared to appropriate short and long-term benchmarks
  • Market Review that summarizes the overall markets and provides performance information for relevant asset categories

Online Account Access

Current account information is always available for online access.