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.
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.