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Investment Reporting

USI Advisors, Inc.'s investment reporting services combines the qualitative expertise of our investment staff, as well as state-of-the-art quantitative analysis. By combining these two dynamic features in a customized format, it enables our clients to make an informed decision on their investment programs.

Allowing our clients' needs to form the foundation for our reporting process and possessing the technological capabilities to produce flexible, custom reports gives us a strong advantage in the pursuit of providing clients with problem solving information.

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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.