Quarterly statements will be available within ten business days after the end of the quarter.

This time frame allows us to complete recurring month-end procedures needed to produce accurate statements. These procedures include, but are not limited to, valuing investments, posting transactions, and reconciling statements.

Thank you for your understanding as we produce timely and accurate statements.

If you would like more information on creating a will or trust, contact the Foundation at 1.800.949.9988 or visit the top of this webpage and select Begin Your Estate Plan Now.