Prospect Portal

Begin by telling us a little about yourself.

Our introductory process is limited in the questions we ask. It is designed to get us to a point where we can help you understand how your portfolio would perform under certain conditions and to create a dialogue to help you evaluate a working relationship with us. If you choose to become our client, your Advisor will conduct a more thorough analysis during the onboarding process.

Schedule Free Consultation

Investment Scenarios

Our risk questionnaire takes only five to ten minutes to complete and provides insight into your tolerance for risk in investing and your objectives, such as intended timelines and goals. This knowledge is key to developing a well-designed investment plan that will help you meet your financial goals—but know that this is just one of many important factors that contribute to determining your asset allocation and investment strategy.

Stress testing is about assessing the potential impact of economic scenarios (e.g. oil crash, inflation, etc.) on your portfolio and other investments. In a portfolio stress test, we construct “what-if” scenarios based on real-life macroeconomic uncertainties and measure their potential impact on your portfolio. Portfolio stress testing is not about predicting the future, but about identifying and adjusting for downside risks. This initial review will help to discuss your investment concerns with your Advisor.

Take Our Risk Tolerance Questionnaire

Register and create your secure portal.

From within the portal, you will be able to track performance, holdings, balances, and cash flows for your current accounts. Setting your information up in the portal gives us some preliminary information about your current situation.

Once you register and link your accounts, you will be able to create customizable balance sheet views that allow us to highlight and address focus areas of your financial situations all online in our digital platform.

New User Registration

Once you have been onboarded as a client, we will then begin a thorough review and recommendation process. You will have full access to our client portal which we can help you navigate.

Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments. We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified.

Access Portal