A Relationship Manager is a licensed investment professional assigned to a client's portfolio. This non-solicitation based service person maintains an active relationship with the client, communicating investment strategy as it relates to a client's portfolio. All administrative questions about the portfolio are fielded and serviced by this professional. Client's have access to this person through a toll-free service line. Account Information. . .
Powerful technology delivers.
Complete and timely access to a client's total portfolio, including current portfolio holdings, account balances, and transaction history, are delivered daily through multi-million dollar technology. Account Reports and Statements. Detailed transaction reports are mailed to each client, automatically, as transactions occur in a portfolio. Client account statements, mailed at least quarterly, show current portfolio holdings, transaction history, investment performance and other comprehensive account information. Summary account information, sent at year-end, is consolidated and itemized for easy tax reporting purposes.