
Technology
Technology can never replace human interaction.
It can, however, assist our firm and allow us to leverage it for the benefit of our clients.
Below are some of the tools and platforms we use to obtain accurate information, data, and research—and provide exemplary “cutting edge” service to our clients.
Document Management
Billing & Payment
Account Performance & Reporting
Project Management
Client Education
Client Education
Appointment Scheduling
Custodian & Trading Platform
Marketing
Document Management
Financial Planning
Client Education
Tax Planning
Investment Screening
Custodian & Trading Platform
Investment Research
Productivity
Video Conferencing
Asset Management
Customer Relationship Management
Compliance & Support
Telecommunications
Portfolio Risk Assessment
Investment Screening
Research
Investment Research
Video Conferencing