Customized Performance Reporting

MJF Financial employs customized performance reporting to provide valuable insights and assistance to their clients. By tailoring the reporting process to each client's unique financial goals and preferences, they are able to deliver comprehensive and actionable information. This includes analyzing investment performance, tracking progress towards financial objectives, and identifying potential areas for improvement. Through their personalized approach, MJF Financial ensures that clients have a clear understanding of their financial standing, enabling them to make informed decisions and pursue their desired outcomes.

At MJF Financial we use a supplemental financial planning tools, often times, combined with other programs to help “give life” to your income and assets. We use these tools because they project reality – based on variables in the markets and fixed / insured income. These tools generate reports that serve as a guide to adjust our clients’ portfolios based on stress testing, worst-case scenarios and planning their future BEFORE making recommendations on types of investments.

While most stock charting and research software is limited to showing static values, the software we leverage illustrates percent change, percent off high or the growth of a custom dollar amount for any security or Model Portfolio to show the practical impacts for clients. It enables the comparison of multiple securities or funds based on virtually any performance metric or valuation ratio, along with annotations to drive home the “why” behind a security’s performance and provides in-depth research from accredited financial and economic data sources.

Not only is the data provided to us reliable and up-to-date, but there’s tons of it, with access to a library of over 4,000 metrics and line items that cover nearly 100,000 securities and 500,000+ economic indicators such as labor statistics, GDP, and more. Securities and economic indicators alike can be added to our reports, providing additional layers of insight into security performance and broader economic outlooks.

MJF Financial uses several tools and software programs to identify the risks our clients valuable assets are exposed to. We use risk identifiers to assess the various amounts and types of risk within a client’s portfolio. The identifiers are scaled in an easy to understand format and are used as a measurement of total risk. The identifiers allow us to gauge the probability of potential outcomes given the current and historical economic environment.