Systems

We have developed systems to track investment accounts held at a wide variety of vendors and custodians. This allows us to create a coordinated investment strategy accross all of your holdings, where ever they may be. We are able to assist you with all of your accounts rather than only focusing on bits and pieces of your investment portfolio.  We have also developed a system that helps us assess your cash flow without requiring accounting for every dime.

While it would seem apparent that systems should be designed to assist clients with all their financial needs, that is not the way most have been built. Most have been built for product lines offered by the particular company. If you visit your bank, their systems are designed to assist you with their product lines. They do not have systems to assist you with integrating their products with for example, the benefits at your employer.