The investment performance of each portfolio can only be measured once the objectives and boundaries of risk have been clearly defined. The investment performance expectations of each portfolio are established only after thorough consultation with the client. Relevant factors in the determination of the expected performance include the tax status of the account, the effective tax rate, acceptable levels of risk, and time horizons, just to name a few.

Performance reports are delivered to each client. Evaluating performance entails more than comparing a number at the end of a quarter or year. We study the transactions that generated the number, verifying that the constraints and guidelines of each portfolio were achieved and adhered to. Matching performance with the outlined objectives and benchmarks is critical in measuring performance.

Monitoring performance means taking accountability on a daily basis, regardless of the market's performance. Abbit is not enticed by high flying, short-lived gains. Daily we must keep sights set on the critical factors that really determine a client's performance success over the long term.