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We're pleased to provide online account access to all our institutional advisory clients.
The following information is available online:
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Statements. We provide an archive of quarterly performance statements for all portfolios. Monthly statements are available for cash management accounts.
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Portfolio Holdings. We update portfolio asset lists at the end of each business day. Keep in mind that holdings are unreconciled, and that pricing dates for some securities may vary.
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Portfolio Transactions. Every day, we update the record of each portfolio's transactions for the previous 30 days. Be aware that transactions are subject to change.
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To obtain online access for your account, contact our client services department at
612-303-3309.
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