Account statements as of March 31, 2020 are available via the Client access link at the top of this page using your login and password.
If you do not have a login and password, we are happy to help you establish them. Please call us at 1-877-806-4989, or email us at [email protected].
We have provided our investor letter from Charles Buck, President and CEO, and have provided the preliminary performance information for Q1-2020. You can access them by clicking here.
During this time, all Client Services operations continue as normal. Our phones and email are monitored by dedicated staff, working remotely, during regular business hours (9:00 a.m. through 4:30 p.m., Eastern Daylight Time).
We take seriously your trust in us to manage your assets as a trusted partner.
We wish you and your loved ones continued protection and good health.