Tools We Use
LPL Account View
Easily access your account balances, portfolio growth, quotes, investment allocation and more. Log on to your account from your computer, tablet or smartphone.
Riskalyze
Do you know your Risk Tolerance? We use leading scientific theory to objectively pinpoint our client's risk tolerance. We believe it makes sense to match your portfolio volatility to your personal comfort level.
Guided Wealth Portfolios
You don't have to be wealthy to get started! Your personal investing plan is free-- just provide some information about yourself (age, risk tolerance, etc.) to see what GWP recommends. If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP.
Salesforce
How often do you want to hear from us? With Salesforce we are able to customize the frequency of our interactions based on whatever you prefer!
LPL Enhanced Trading and Rebalancing (ET&R Tool)
When we rebalance we only rebalance what needs to be rebalanced, not your entire portfolio. With the ET&R tool, we can perform a range of trading and rebalancing activities on a daily basis for any number of client portfolios and accounts. This tool saves us time and increases our processing efficiency.
Morningstar® Advisor Workstation
Morningstar® Advisor Workstation provides us with the latest Morningstar investment data, tools, and reports. The system integrates with our other systems so we can seamlessly perform research and analysis on all of our portfolios.