Tailored, Efficient, Responsive

Everyone claims to offer superior service but we deliver:

  • Docusign – paperwork and forms can be signed electronically through Docusign’s secure portal. Easy access saves time and paper, with the option to save electronic copies of forms for future.
  • Electronic Scheduling – book your appointments, calls, and web meetings online with our real-time calendar. Immediate appointment confirmation, reminders and calendar invites so you can schedule on your time.
  • Proactive Communication – we reach out throughout the year to schedule regular review meetings, with periodic check-in calls between.
  • Responsiveness – we pride ourselves on our response time with emails, messages and calls returned promptly by our team specialists.
  • Real-Time Access – 24-hour access to your accounts with designated portals for performance reporting, financial planning and account aggregation (both internal and outside accounts)
  • Web Meetings – option for web meetings with screen sharing and conferencing
  • Market Commentary – quarterly market updates via webinar/conference call and in-house written articles on current market activities
  • Vault – unlimited access to secure electronic document storage to keep your most valuable records safe and accessible
  • Secure Messaging – secure email messaging system to keep your emails and data protected
  • Monitoring – your portfolio and account activity is monitored daily