Securely access your accounts through these client portals.
Private Client
Website
Access your private client Website/portal here. View everything that you own and owe in one place, by securely linking your accounts. Review and classify transactions and create a spending plan. Set up alerts. Securely share documents. Retrieve and review quarterly portfolio reports and invoices. Review your financial plan. Collaborate with plan updates. Mobile-friendly (and ask us about our app).
Investment Management Portal
Access your Investment Management portal here. If you don’t have a private client Web site, you can retrieve and review quarterly portfolio reports and invoices here as well. Plus, you can access current information about your asset allocation and portfolio performance.
Altruist
Altruist, our new custodian, provides you with convenient access to account information, reports, and additional functionality, while still relying on the one-on-one guidance you receive from us. You can also receive help or request transactions while online by dialing Altruist (formerly Shareholders Service Group) at 858-530-1031. The same helpful people you have worked with will be there to assist you.
