Reporting.

Quality operational and IT support–at the disposal of the fund sponsor and all of its business partners–is critical.

Great Lakes hosts a secure web portal that displays reports for selling agents and IRA-account custodians for their own reconciliation. Various analytical reports are also provided to the trust owners or general partners for their own planning and reconciliation.

Our fund-sponsor clients can be confident that the needs of these parties–integral to the fund’s success–will be well attended.