ISEC Wealth Management
Questions & Answers

If you have the account with them, you can always see it, the performance. They give full transparency, can even see which stocks/bonds your money is invested into.

For performance, I think they aim to beat S&P500 most years. But some years they beat them by a lot. One of the years was +30% for me, some were +28%. But that is outliers, and not all years are profitable. One time was almost -20% at one point in time (was a month during COVID). If you would withdrraw during that month, you would be actually losing money. But the end of that year was green as well. Still.

Yep, they have all the visuals. There's a chart, and a table. You can even watch individual performance, on any individual stock or bond, etc. They are very transparent in this, its part of the reason I like them. Not a black box at all