At a minimum, Professional Services needs the evaluation date, the securities in the portfolio, and the size of each holding. Often, brokerage or bank statements are enough. If research is needed—to account for spin-offs or name changes, or to find a CUSIP or ticker for a security—it can be done for an extra fee. Please […]
Professional Services is EVP Systems concierge evaluation service. You send us your portfolio information, and we do all the work—you’ll get back a complete, accurate, ready-to-file report, usually in a few hours. For more information, check out our About Professional Services page.