What is this?

Pry Advisory Group’s Monitoring Service is a quarterly update and grading report.  This report provides specific detail on all mutual funds/exchange traded funds/variable annuities sold within the United States. 

As changes are made by the money managers to their respective investment vehicle, those changes are reported on the quarterly report.

How does it help me?

Our Monitoring Service provides the trustee the necessary information to verify the parameters of the portfolio match the information within the Investment Policy Statement.  This quarterly report can be a portion of the information necessary to solidify the trustee’s role as a responsible fiduciary and can be used as a part of the annual beneficiary communication.

Who do I contact for questions?

For more information on partnering with Pry Advisory Group’s Trust Advisory services to create a greater opportunity for efficiency, higher service to the beneficiaries and an adherence to trust compliance, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

In the initial meeting be prepared to bring a copy of the trust document, the most recent investment statement and, if prepared, a copy of the trust’s investment policy statement.