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Client Portals

Investment Portal

Use the link below to access our client investment portal.  Here you can view the allocation and performance of your portfolio, access custodial statements, and download annual tax documents.  

Investment Portal


Financial Planning Portal

Our new financial planning portal lets you track your progress towards your goals and view a daily snapshot of your financial profile. 

Planning Portal


Need Access? Forgot your Password?

If you would like help setting up your online account or resetting your password, please contact Debi Lerner at 914-872-4040.