Below are links to the third-party services that we use to track, manage, and plan for our clients. Underneath the link, we’ve provided a short description of what information you’ll find behind these links. If you need a reminder of your login and/or password, please call us at 303-666-6292.
Access to Shareholders Service Group monthly statements, trade confirms, and tax reports (1099s).
Access to the quarterly custom reports detailing asset allocation, performance, and holdings details.