Comprehensive Services By choosing to work with Matthai Capital Managament you will have access to the following list of comprehensive services provided by the firm or their strategic partners. Estate Settlement Services Ongoing Security Analysis and Liquidation Date of Death Market Values and Assessment Settlement Assistance and Coordination Ongoing operational and tax support for securities that split, merge, etc. Portfolio Reporting Services Monthly or Quarterly Statements of Value and Activity Quarterly Market Commentary and Performance Analysis Comprehensive Tax Reporting Interim Extraordinary Market Conditions Updates and Commentary Philanthropic Planning Services Donor-Advised Funds Foundations Charitable Remainder Trusts Charitable Lead Trusts Portfolio Monitoring Services Portfolio Re-balancing Portfolio Re-allocation Tax Management Investor Profiling and Planning Services Risk Tolerance Analysis Goal-Based Planning Retirement, Education, Estate and Tax Planning Coordination with Accountants and Attorneys Mutual Fund Screening Services Morningstar Principia Pro ValueLine Investment Survey Brokerage Research Access Brokerage Capabilities Full Service Brokerage Partnership Discount Brokerage Partnership