Account Services
Up-To-Date Account Information:
Bassi Investments is committed to providing comprehensive account services that allow you to monitor your specific portfolios according to your own schedule. Our present custodian, FOLIOfn.com, is a recognized market leader in providing full account information online, securely and reliably, 24 hours per day.
Once your account is established, you can readily access information on your current portfolio value, including current portfolio holdings and values, gains/losses from time of inception, as well as a variety of information and statistics on your portfolio. Electronic copies of trade confirmations, monthly and annual statements, and tax forms are also provided online in your account “filing cabinet.”
While Bassi Investments focuses on the long-term accumulation of wealth, there are many reasons why you should stay abreast of the ongoing performance of all of your investment strategies. In addition to this rich set of on-demand and regular account services, we send regular newsletters to all our clients with pertinent information on Bassi Investments strategies and the markets as a whole.
Additional Investments:
Funds can easily be added to your account, either electronically or by check. Just follow the instructions after logging into your account on FOLIOfn, or send a specific request.
Transferring Funds Among Portfolios:
After you’ve opened an account, it’s easy to transfer funds among our our equity-only portfolios. Just send written instructions to Bassi Investments (via mail or email).
Withdrawing Funds:
To withdraw some or all of your funds from an existing account, just send written instructions to Bassi Investments (via mail or email).