Data Vault

Have you ever wanted to look at your will, an old tax return or maybe a family photo instantly?  We give our clients access to their own secure document vault.  Using SSL Encryption, the vault is available to clients twenty-four hours a day, seven days a week.  We can scan any document that you choose to keep secure but available of you.  We also automatically download your quarterly performance report to your vault.  Once the document is posted, you will receive an automatic email to let you know that a new document has been placed in your vault.  You can even give other professionals such as your CPA or attorney access to your vault on a full or limited basis.  This service is no charge to our investment management clients.