Research and Portfolio Management


Technology has changed the way we invest.  YCharts enables our team to monitor global markets, research investments, create reports and analyze client portfolios. It is crucial to obtain the most accurate and timely data when investing in a globally diversified portfolio.  That is why we rely on YCharts, powered by industry-leading Morningstar, to make informed investment decisions for our clients.  Our advisors can track economic indicators and view their impact on markets using the Dashboard.  Also, narrow down the universe of thousands of investment options to find the best opportunities for our clients using the Fund Screener.  Finally, we can create a custom report to share key information about a portfolio with a client or prospect.