Professional Documents
Culture Documents
p=1202
« Twitter Weekly Updates From the Desk of David Gratke for 2010-12-10
Twitter Weekly Updates From the Desk of David Gratke for 2010-12-17 » twitter.com/dgwa
It’s been a busy summer and fall at DGWA. This newsletter will focus on the activities created on
your behalf, my client, this past summer and fall to ensure your financial success.
It has always been my goal to act as a fiduciary on behalf of my clients, to include individual private
net worth clients and corporate 401(k) retirement plan clients. Being an RIA allows me to reinforce
this goal; to have the duty and care of managing your investments with your best interest in mind.
Note that stockbrokers and insurance agents are not held to this level of fiduciary care. Legally they
do not have to have their client’s best interest first, but rather just meet certain suitability
requirements. A Fiduciary Advocate group recently surveyed investors on this timely subject hoping
the SEC takes notice with respect to this lack of understanding by investors. The survey’s findings are
astounding: investors believe brokers and agents are held to this level of fiduciary care. They are not.
1 of 3 12/22/10 10:03 AM
From the Desk of David Gratke » Blog Archive » ‘What’s Doing... http://www.davidgratke.com/blog/?p=1202
PMM is a simple to use, web-based solution that allows you to access all of your account information
across multiple institutions in a single place. The tools on the website allow us to run reports on
accounts, groups of accounts, and across your entire portfolio or household of accounts. Types of
reports available include activity, holdings, asset allocations and pertinent account details. In addition
to account information, PMM analyzes data each day and calculates the return for each account,
group, and household. These returns can easily be switched from daily to monthly , quarterly, and
yearly too.
On top of all the reporting, PMM provides a document vault that allows me to upload reports and
documents for you to securely access and for me to store. This will help eliminate some of the need
to mail sensitive documents and forms through snail-mail or email. There is also a tool that allows
both of us to create a statement-on-demand; giving us control of when we want to view our
statements.
FFW uses unmatched security – FFW leverages the same technology that is used by the world’s
leading financial institutions to safeguard Internet banking portals, so we at DGWA and our clients
can be sure their data is protected.
FFW will soon integrate with the above mentioned Portfolio Monitoring and Measurement system
thus allowing us to create performance reports on any or all of your household accounts as you like in
one concise report. Here’s to planning your ‘perfect day’!
The benefit to you includes complete monitoring and management of your entire financial portfolio.
2 of 3 12/22/10 10:03 AM
From the Desk of David Gratke » Blog Archive » ‘What’s Doing... http://www.davidgratke.com/blog/?p=1202
Receive accurate and targeted financial guidance by DGWA thereby increasing your probability for
financial success. No overlapping of activities, no gaps in activities.
Happy Holidays
This entry was posted on Friday, December 17th, 2010 at 1:35 pm and is filed under 401(k), 401(k) Plan Review, Equity
Based Compensation, Family Financial Website, Investment Process, Portfolio Management, Registered Investment Advisor.
You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own
site.
Leave a Reply
3 of 3 12/22/10 10:03 AM