Today’s technology helps our clients collaborate with their advisors and communicate with other staff members. We remain committed to providing personal service. To supplement our regular face-to-face meetings, we give clients the tools they need to keep in touch, retrieve account information and access important documents.

Through our Web site’s Client Resources page, clients have 24/7 access to real-time portfolio performance reports. The reports are updated daily to include the latest balances and transactions. And we can customize the reports so that clients can have the information presented in the format they prefer.

The Client Resources page also features our Document Vault, where we securely store digital copies of important documents such as insurance policies, estate plans, financial plans and tax returns. Clients can access these documents from any computer with an Internet connection and share them with other advisors, such as their accountant or lawyer.

Financial planning tools also are available through the Client Resources page. In between regular review meetings, clients can compare their progress with their financial plan.

We can provide clients with a virtual desktop on our server. Using this desktop, clients can run programs such as Quicken, QuickBooks and Microsoft Money from any computer with Internet access. By using our password-protected server clients don’t have to worry about backing up or securing sensitive data on their own computers.