Taxes

• Tax Services
  Ongoing client reporting is provided by both the custodian as well as the firm so that all investment decisions are totally transparent. Trading confirmations are provided and the summary reporting frequency is quarterly with interim reports available at client request. Taxable accounts will receive full year end gain/loss reports along with income received information suitable for tax preparation.

Investment

• Investment Management
  Michael Van Meter began his financial markets career in 1976 as a Series 7 Registered Representative with Securities Corporation of Iowa. He then joined Security Counselors of Iowa in 1978 gaining experience in equity analysis and portfolio management. In 1982 he co-founded Perpetual Investment Advisors (PIA) and served as President and portfolio manager of a value based balanced portfolio strategy.
• Bonds