KING provides continual investment management of your account. On a quarterly basis, you will receive a detailed asset allocation and performance report to assist you in monitoring your portfolio. KING does not hold securities or cash. For efficient, consolidated record keeping, your portfolio investments are custodied in your name at a major securities firm or bank. You will receive a monthly statement from the securities firm. The custodian and KING also provide annual tax reports to assist clients in preparing IRS tax returns.