Reporting
Clarity. Confidence. Control.
At LaSalle, performance reporting goes beyond listing holdings—it offers meaningful insight into your portfolio’s progress. We organize positions by sector and asset class, making it easy to see how categories like Technology are performing and compare across investments.
Our typical portfolio blend—50% individual stocks and 50% ETFs—spans equities, bonds, and global markets, supporting balanced growth and diversification.
Clients receive quarterly and annual reports by mail or through our secure online portal, which includes a document vault and optional shared access for family members. It’s transparency designed to support informed decisions and long-term confidence.
Client Access Points
- LaSalle Portal: View performance reports and access your secure document vault directly through our website.
- Schwab Portal: Monitor real-time account positioning and trading activity via Schwab’s integrated platform.
LaSalle Portal Control Panel
- Create custom reporting timelines to match your financial review preferences.
- Track inflows and outflows, view holdings and transactions, and apply quick performance filters.
- Access your document vault for secure storage of tax returns, property valuations, wills, and trusts.
Performance Reporting
- Reports generated quarterly and annually, covering last quarter and year-to-date performance.
- Delivered by mail or stored securely in your LaSalle Vault to reduce paper clutter.
- Includes portfolio breakdowns across equities, ETFs, bonds, and money markets.
- Visual tools like pie charts and graphic displays make data easy to interpret.
Tracking Investment Income
- Quarterly reports show income inflows from investments and interest-bearing accounts.
- Monthly bar charts visualize income activity across the year.
- Detailed breakdowns identify which investments generated specific income.