Investment News: your Quarterly Report is now available

Client received a new notification message for Quarterly Reports. One more step closer to increased efficiency in our quarterly process! This frees us up for the more important tasks...like taking care of your investments.

Here is the new message: To access your Quarterly Report, click on the hyperlink at the bottom of this message or visit the Client Center page and select the blue Quarterly Report button to log in to your account. Your user name is this email address.

As always, if you have any questions or would like to schedule an appointment, please send us a note, give us a call, or stop by the office.