You will have continuous, easy-to-access information on your accounts, as well as timely answers to your questions and concerns.
As our client, you will benefit from:
- An online dashboard showing the status of your investments, accessible from any computer or Apple/Android device.
- Quarterly reports.
- Annual review meetings (in person or virtual).
- Additional meetings, when you request them.
- A quick response during business hours, if you call or email us.
- Extra communications from us during uncertain economic times.