Go paperless and gain access to your very own client portal!
We have made an investment in a software solution that enables us to better serve you with the top-notch, modern experience that you expect and deserve. By signing up you will receive the following:
- Access to an online website (called a “client portal”) that will allow you to view up-to-date and in-depth information on the investments that we manage for you. This information includes account balances, performance, allocation, and holdings.
- The ability to receive all statements and regulatory documents through e-Delivery in the client portal. When these documents are ready for you, you will receive an email prompting you to log-in to the client portal to access them. The advantages of e-Delivery over physical mail are significant. E-Delivery is more secure, faster, environmentally friendly, and it allows for convenient 24/7 access to statements and documents.
- Our team and clients can also use the portal to securely share data with each other and other professionals who are serving you, such as your accountant and attorney. In this way, the portal can streamline communication and enhance secure collaboration between members of your financial team.
If you would like to take advantage of the increased security, ease of access to statements and regulatory documents, and up-to-date information about your portfolio that the client portal offers, please fill out the form below or contact us at firstname.lastname@example.org to set up your client portal and enroll in e-Delivery.