Performance Measurement

A major factor in successfully managing your portfolio is regularly evaluating it so you know where you stand.

Performance reporting measures the change in investment value over certain points in time. This provides investors with the ability to evaluate the performance of a portfolio to determine the success or failure of an investment program.

Raymond James Financial Services, Inc., generates performance reports to provide clients with total rates of return (income and capital appreciation) on a time–weighted and dollar–weighted return basis.

Richard Rosnack utilizes these reports with clients on a personalized service schedule or upon request.

Richard then compares performance to the appropriate benchmarks. Risk-measure adjustments allow the investor the ability to determine if returns are satisfactory over time based on the level of risk taken in a security or portfolio.

Past performance may not be indicative of future results.