Financial and Investment Portfolio Management

At a Glance

With so many investments and businesses, this client needed help organizing key documents and financial materials. They also needed easy to understand reports, not only for themselves, but for their investors.


This client had over 100 different investments valued at over $50 million. While they were having financial success, they were stressed about the lack of organization. The client needed a server and reports that quickly showed them their financial portfolios and performance. 

The Solution

Fox and Partners quickly took over and implemented better systems. Within a few months, the client had personal financial statements that reflected all of their investments with detailed reports on each investment. They were more relaxed and more profitable. 

Image showing three key points of portfolio management, goal structure, bookkeeping

The Results

  • Investor Reporting

    Detailed quarterly investor reports on all investments and businesses. These reports included current financials, projections, and visualizations.

  • Improved Bookkeeping

    Cleaned and updated bookkeeping for all businesses on a monthly basis.

  • Cost Savings

    By using Fox and Partners, this client was able to let go of payrolled bookkeepers and controllers.

Key Metrics

  • $60MM

    Portfolio value.

  • 100+

    Investments and businesses.

  • $100K

    Annual savings.

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.