Cougar Global’s reports provide continuous tracking of progress toward client goals.

Cougar Global provides quarterly consolidated reporting in the client’s preferred currency and tracks performance from all global investments against the client’s target rate of return. Each client receives a personal letter from the Chief Investment Officer informing them of any changes made to their asset mix during the quarter and previewing any near-term adjustments that are anticipated.

Asset mix is specific for every account. And, since the client is the beneficial owner of each security in their portfolio, Cougar Global is able to screen out specific securities if they conflict with a client’s personal beliefs or professional associations.

Cougar Global manages the assets to provide both the GROWTH and the INCOME that clients require.