Keeping You Up-To-Date

All clients will receive a simple, easy to read monthly statement showing what they own in the portfolio, how their money is allocated, their deposits and withdraws, what the account is worth, and other important market and account information. Clients of The Sports Group can contact us at any time with questions about their account or statement and we will work out a schedule of periodic meetings wherever they may be. We are always available to handle the investment needs that arise from changing circumstances, be it a new contract, a trade or injury, a move, marriage, new addition to the family, or any other significant change in the athlete’s life. We will respond quickly and will work closely with them to reshape the investment plan. a balance between spending and saving so they can achieve the lifestyle they want now, as well as in the years ahead.