Client Service

Prompt and responsive service to our clients is paramount in fulfilling our mission. We strive for a consistently high quality experience for our clients in order to cultivate greater trust through accountability. Among the many services we provide:

Licensed support staff in local offices with average industry experience of 10-15 years
Ongoing portfolio reviews and planning
Online delivery options for statements, confirms and proxies
Online account viewing
Clearing and custody services provided by National Financial Services, LLC, Member NYSE/SIPC
Access to our proprietary research
Aggregation and review of outside assets such as 401(k)s, pensions, profit sharing, and other securities accounts
Long term financial planning