Excellence Group offers you 4 key elements:

1. Flexibility

• Our financial composite has from 30 to 45 pages (depending on the manufacturer). It is a tool which can quickly be modified and tailored to meet the needs of each group.
• Meeting locations and format are selected by the group members (usually 3 2-day meetings per year).
• Once meeting dates and locations are set, we take care of all the logistics, making it a true turnkey experience.

2. Efficiency

• You will generally receive your monthly financial composite within 3 to 4 business days following the set date for transmission of your financial statement.

3. Confidentiality

• With a select number of employees and a careful control and management of documents, you can rest assured that your confidential financial information will be protected.

4. Quality

• To create a financial composite which is an accurate and trusted management resource, we follow a proven process that ensures data accuracy and integrity.