Transparent Reporting


We provide user-friendly quarterly reports focused on the information you need:  investment performance.  We show you the performance on an absolute percentage basis as well as a relative basis so you can see how you compared to the rest of the market.

Siena consolidates and keeps track of all your assets providing a one-stop source for managing your wealth and allowing you to focus on your life, business and career.

Transparent Fees

We believe as a matter of business ethics that our clients are entitled to know our exact fees (to the penny).  There are no other fees, hidden or otherwise.

Click Here to Read Our Published Article Exploring the Hidden Cost of Investing