PPA Analysis

Portfolio

Performance

Analysis

The Investment Account Analysis from PPA gives you vital account information. Charts and graphs make it easy to identify trends and measure the impact of investment management decisions. Details you won't find in standard brokerage firm account statements. Account turnover, costs vs. equity, asset allocation, short trades tracking and accrued interest paid and received on bonds are presented in a clear and concise format.

Page 2 of Sample Investment Account Analysis

Report Detail

Key Indicators

Costs / Equity

Average Investment Mix Table or Pie Chart

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PPA, Inc.

8215 Drake Lane

Williamsburg, MI 49690

Phone (231) 267-9790

Fax (231) 267-9791

email financialservices@ppatc.com