Client Information Access Links
Clients cannot set up their own access to account information. Prior to accessing your investment account details via this site, you must have your access and password set up by your Advisor. Please contact us before attempting to access your account.
The following links provide access to important Client resources provided by The Advisory Group.
These electronic connections provide great advantages for our clients:
Speed– Information is accessible immediately – days earlier than paper delivery.
Safety- Password protected websites reduce risks associated with sending financial information through the mail or as an attachment to an e-mail.
Convenience- Your data is available online 24/7 and from anywhere in the world. No shredding or storage required.
Eco-Friendly and Easy- Saves time, energy, postage, and paper.
The Advisory Group works with many managers and strategists to handle the investment needs of our clients. We believe the selection of the outside managers to match our client goals and objectives is one of the hallmarks of The Advisory Group. Rather than being tied to a single source of investment management, The Advisory Group feels it is important to search the world for investment managers who fit the needs of our clients.
The actual managers almost never hold client funds or investments directly. The actual investments are usually held by a third party, a custodian or “Reporting Platform.” This third party is often a Trust Company or Brokerage House meeting stringent compliance requirements. We feel that having autonomous third parties hold your assets and report them independently to you, provides additional comfort that you know where your funds are.
The results of these diverse Reporting Platforms are consolidated for ease of use by The Advisory Group clients using the access links provided above. TheAdvisory Group Clients always know where their money is using consolidated reporting provided by independent third parties. Our Clients get the best of both worlds - customized financial management with consolidated reporting.
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