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Chapwood Investments

Chapwood Investments

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Client Reporting

We want our clients to know everything about their accounts at all times. If we cannot support and stand by what we have recommended, then we should be fired.

At Chapwood Investments we are always prepared to explain and report your quarter to date and year to date returns up to the day we are asked. We can structure client statements through a third-party service we have used for years called Black Diamond.

Additionally, and separately clients receive statements directly from custodial firms, such as TD Ameritrade, Interactive Brokerage, etc.

Below is an example of what you receive every month or anytime on demand.


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About

We are not your typical investment firm. We provide expert financial advice to both individuals and businesses.

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Chapwood Investments

4965 Preston Park Boulevard, Suite 100
Plano, TX 75093
(972) 865-2225
Ed@ChapwoodInvestments.com

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Chapwood Investments, is an Investment Advisor registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Copyright © 2022 · All rights reserved.
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