We are committed to keeping you informed about your plan, your portfolio, the financial markets, and the economic climate with frequent and easy to understand communication. We tell you what we are thinking, what we are doing, and why we are doing it.

Online Account Access

You can access information about your accounts online at any time, through our Custodian Charles Schwab.

Consolidated Real Time Online Acount Reporting

As investment professionals, we believe that regular reporting of your results allows clients to stay on top of the progress of their portfolios with us. You can access information about your accounts online at any time. Our online system lets you view your financial information in a variety of ways; by investments, by account, etc., and by time frames; monthly, quarterly, year-to-date, etc.

Our Commentary

Our commentary gives us a chance to provide you with an in-depth perspective on the markets, the rationale for our investment recommendations, or to take a closer look at issues that may affect the markets or your portfolio.

Monthly Reports

Our custodian,  Charles Schwab, produces a regular monthly statement. At year-end, we provide a consolidated tax statement and realized gain and loss report.

Monthly Client Newsletters

Our practice provides monthly newsletters to our clients.  These newsletters provide timely information on financial topics that may interest you, commentary of the state of the markets and updates about our practice, and our team members. If you would like to receive a copy of this newsletter, please send an email to: To view past issues, please click on the link below. 

Subscribe to our newsletter