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Transparency Changes Everything.

 
Reporting Experience at PagnatoKarp

TRANSPARENCY | ANALYSIS | BENCHMARKING

Using real-time dashboards, unified platforms and innovative reporting tools, we provide timely execution and data-driven clarity on portfolio performance, metrics and asset allocation. Through True Fiduciary® standards, you gain an aggregated view of your portfolio across all asset classes.


REPORTING SERVICES:



Diana Grimsley

Diana Grimsley, CMT
Director, Asset Management & Reporting
PagnatoKarp



Call 703-468-2700 or Email Us:

Fee-Only Advisory

  • Your best interests come first.
  • We follow True Fiduciary® standards of transparency to help protect you.
  • We are NOT custodians of assets.
  • We do NOT act as a broker-dealer.
  • We do NOT create products or client statements, or calculate performance returns.
  • We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.
  • We provide complete transparency on the fees you pay for advisory services and investment expenses.
  • Your portfolio is fully transparent 24/7 from any device in a secure environment.

Our Wealth Management Experience helps streamline your life through high-touch sophistication, expert advice and transparency.

Family Office Fusion for investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.

True Fiduciary® standards: your best interests come first.