Service and Experience Updates

As we announced a few weeks ago, we are in the process of making some service and experience updates to our investment management platform.  These are being done to enhance your overall investment journey while preserving the elements that have been fundamental to our relationship with you.  Because the changes require you to complete some forms, we wanted to provide you with some additional information and clarification as many of you have had questions on the process.

If you have seen an email in your inbox from DocuSign with the subject line: ‘Documents from your Advisor’, please know that is us sending it your way and it’s not a Spam email. Going through this is part of the process to get everything updated and requires your digital signature(s). Some clients have called just to make sure, and you are more than welcome to do so if needed. We are always happy to provide that extra layer of confirmation should it be needed.

Sometimes change can be difficult to navigate but rest assured that your trust and satisfaction are paramount to us, and we are dedicated to continuing to serve you with excellence and diligence.

Thank you for the continued trust and we are excited for the opportunities these improvements will provide.