Client Logins

Clients primary source for account information should be obtained via our state of the art comprehensive client management and performance tracking system which is powered by Advent Software.  Here you can see all the monies we manage on your behalf and the associated performance of those assets.  Our state of the art system tracks all managed assets for you even if you employ multiple custodians, have some money managed within your 401k, or have some investments held directly with investment or insurance providers.

Additionally, if you want to view assets at one of your custodians, such as our primary custodial partner Equity Trust Company, then you can login directly to many of them below: