Through its choice of depository banking institutions, 1875 assures you the highest quality reporting issued directly by the information processing system of your bank.
Upon request or at a pre-determined rate agreed with the client, 1875 will provide you with its own proprietary "1875 Reporting" service as well as its detailed analysis and performance of your portfolio.
For families with accounts or portfolios at several financial institutions, we offer and maintain consolidated reporting of your family assets on a timely basis corresponding to your family financial information reporting needs and requests.