We invite the viewer to review some of the reports that OFA provides to our clients upon completion of a project or on an on-going basis. The samples found below are based on live data, which has been redacted for confidentiality purposes.
These reports are simply meant for demonstration purposes. The reports that OFA constructs are fully customizable for our clients which means that everything in the report can be tailored to specific needs. This includes customizing everything from client's logo to content and analyses.
Portfolio Review Sample:
This report provides a review of multiple client portfolios that were provided to OFA for the purposes of objectively assessing the strengths and risks of the portfolio. An overview of OFA's findings and conclusions based on those findings were provided to client as a separate document to assist the advisor in interpreting the review. That overview and conclusions are included at the beginning of the document in the link below.
Asset Allocation Study Sample:
Based on the review process described above, OFA provided suggested asset allocations based on 5 -7 year forward looking capital market assumptions and portfolio goals and objectives in light of expected market conditions. OFA suggests an asset allocation study be conducted annually.
Quarterly Capital Market Review:
A quarterly conpendium of market data that can be customized by client.