While our business is centered around people, we believe that every key wealth management function is enhanced by support from technology. We are continually exploring and adopting best-in-class technology to improve the quality of services for our clients.
Investment Portfolio Planning
As we work with you to construct an appropriate investment portfolio, we use a financial modeling tool to determine the probability of success in terms of your financial goals. The analysis is based on your current holdings, income needs, and a selected portfolio asset allocation. By using this tool, we can determine the optimal balance of risk and return in an investment portfolio that fits you best.
Research
We utilize multiple analysis and information tools to help us make confident investment decisions based on the best information and analytics available, including Bloomberg, Morningstar, and mpi Stylus. Our Research Department employs a wide range of resources to obtain the most precise information and data regarding investment opportunities.
Performance Reporting
Our portfolio performance reports enable you to see holdings and results based on all invested assets, and is intuitive, allowing us to present the data in a number of useful ways to provide information on make-up of current holdings, current value and returns, and potential tax implications.
Real-Time Access to Third Party Custodian
You can create online access to your accounts to review real-time account information, including balance, transactions, and holdings in each of your accounts.
Client Relationship Management
Our client relationship management system allows us to capture details of meetings and conversations. This history of client contact allows us to serve you better by knowing what has transpired with our relationship over time. Our team also uses this system to track action items, when servicing our clients’ accounts and requests.
