Client Services

Private Client Website

Access your private client Website/portal here.  View everything that you own and owe in one place, by securely linking your accounts. Review and classify transactions and create a spending plan.  Set up alerts.  Securely share documents.  Retrieve and review quarterly portfolio reports and invoices.  Review your financial plan.  Collaborate with plan updates.  Mobile-friendly (and ask us about our app).


NetXInvestor (SSG/Pershing) Login

NetXInvestor provides you with convenient access to account information at Pershing (through Shareholders Service Group) while still relying on the one-on-one guidance you receive from us. You can also receive help or request transactions while online by dialing Shareholders Service Group at 858-530-1031.


Investment Management Portal

Access your Investment Management portal here. If you don’t have a private client Web site, you can retrieve and review quarterly portfolio reports and invoices here as well. Plus, you can access current information about your asset allocation and portfolio performance.