Aggregated Performance
& Asset Reporting

We want you to feel confident about our process and your portfolio. As such, we:

  • Aggregate information on all investments from various providers and custodians to prepare a customized and consolidated quarterly performance report.
  • Track flows including interest, dividends, redemption schedules, and outstanding commitments.
  • Monitor all cash flows and other portfolio activity on a daily basis.
  • Meet with you quarterly, at a minimum, to review the asset allocation, performance, and any lifestyle changes that influence the investment strategy.

We understand that one size rarely fits all, so our services are tailored to each client’s individual needs.”
– Kristen Breault, Chief Compliance Officer

Liquidity & Investment Management

Wealth Advisory & Financial Planning

Multigenerational Engagement & Financial Education

Wealth Advisory & Financial Planning

Liquidity & Investment Management

Multigenerational Engagement & Financial Education

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