Secure Document Sharing
We use ShareFile for our secure online document sharing. It lets you quickly, easily, and securely share documents with us, and let us share reports, forms and sensitive information with you.
Performance Reports
Your performance reports show you a consolidated view of your accounts, allocation, holdings, as well as a comparison of the net amount you invested versus most recent quarter end values.
Charles Schwab
Our chosen custodian is Charles Schwab, which mean you'll receive statements directly from Schwab and have 24/7 online access. We take care of all the paperwork, customer service, and portfolio management. Best of all, instead of dealing with a call center, you have direct phone and email access to a dedicated team that knows you personally.
Risk Questionnaire
Your advisor makes periodic adjustments to your portfolio based on long-term expectations. These updates help maintain an appropriate allocation and manage investment risk in line with your objectives.
Please click the link below to answer a few brief questions to ensure your profile is up to date.
Our team will review your responses and reach out if any changes to your current allocation are recommended.
