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Managed Portfolio Services clients receive comprehensive and timely reporting.

Quarterly Portfolio Reviews

We hold quarterly meetings with our Managed Portfolio Services clients, during which we review portfolios’ past performance and investment strategy. Technology allows us to meet with clients not located in Bermuda or Cayman via phone and video conferencing.

Comprehensive Quarterly Statement

Each quarter we send our Managed Portfolio Services clients a full statement of their portfolios, including: 

  • Detailed Transaction Activity
  • Holdings
  • Performance Results
  • Portfolio Analytics

Click here to download a specimen of our private client/trust statement; and click here to view a specimen of our captive insurance company statement.

BIAS Quarterly Review & Outlook

Every quarter, we send a BIAS Quarterly Review & Outlook to our Managed Portfolio Services clients, a publication in which we provide the following: 

  • Summary of prior quarter market events
  • BIAS’ outlook and strategic direction

This publication is also available on our website. Click here to download our most recent Quarterly Review & Outlook.

BIAS mid-Quarter Market Briefing

Three times a year, we invite all our clients usually for a luncheon meeting during which we provide our views on recent events, discuss market performance and outline our strategy. Presentations take place in Bermuda and in Cayman. Technology allows us to send these presentations to our clients electronically.

Click here to view the audio visual version of our latest Quarterly Market Briefing, or click here to download the PDF version of our presentation

Click here to enquire about our next briefing and the opportunity to attend.

 

Get started, click here to request a review of your portfolio

© Copyright Bermuda Investment Advisory Services Limited and BIAS (Cayman) Limited, 2017. All rights reserved.