Custom Reporting

Custom reporting is a core component of Hawthorn's overall wealth management services. Through our state-of-the-art proprietary reporting system and procedures, we provide you with the necessary information that permits you to monitor and analyze your portfolios, including performance measurement. We also provide online access to your accounts to facilitate our communications with you. At Hawthorn, we have taken our custom reporting to the next level of technology, migrating our reporting to an interactive, electronic format that is more timely, more user friendly, and easier to share with our clients.

Our record-keeping systems track and monitor the requisite tax information for each holding, providing an efficient tax management tool for Hawthorn and its clients.

Our reports are developed and submitted to you based on your particular need and circumstances and permit us to observe the effectiveness of the investment strategies developed for you.