Transparency

Comprehensive Reporting

We provide our clients a quarterly performance report detailing all relevant data of their investment portfolio (i.e. dividends/interest, fees, performance, realized gains/losses, etc.) In addition, the client will receive a monthly investment statement from the custodian.

Performance Clarity

The investment returns are all reported net of fees to provide our investors with a true measure of their investment performance over time.

Poehling Capital Management operates under the rules of full disclosure. All relevant performance details are communicated in a timely manner on a quarterly basis.