Financial and investment performance reporting
FOMS will help you track your net worth and investments performance that enable you to make informed financial decisions. FOMS is not a money manager or investment advisor and therefore has no conflicts of interest when we provide performance analysis and other services to you.
Financial reporting
Analysis and reporting of family expenses, including ongoing comparisons of actual versus budgeted expenses
Consolidated reporting of family net worth, including balance sheet, income statement and statement of cash flow
Administration and reporting of private investments (e.g. summary reporting, subscription documents, compliance, capital calls, distributions)
Consolidated detailed performance reporting on all family investments, includes comparison to appropriate benchmarks