Investment Portfolio Monitoring
Good Investors Don’t Just “Set It And Forget It”
Simplifying your financial plan does not mean that you should review it less often. It means that you need an efficient way to review multiple pieces of your plan at the same time. McCabe & Associates can help.
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708.479.7755
Tracking Everything Independently can be Frustrating and Inefficient
Here are a few examples of what we mean:
- People often have different providers for their 401(k) and outside investment accounts. They find themselves printing out multiple reports in order to view all their investments at the same time.
- People are constantly receiving mailed investment reports or emails with no good system to keep those documents in one secure place.
- Investors often receive a thick, paper retirement plan from their advisor that is reviewed at a specific point in time. They don’t have a dynamic way to see how this plan changes as the markets change.
Monitoring at McCabe Means Bringing it all Together
Our Black Diamond system helps address the above issues through the following features:
Black Diamond ByAll
The Black Diamond ByAll feature allows clients to connect outside accounts so they can view everything in one single portal.
The Vault
The Vault produces and stores our custom quarterly reports and the monthly reports from the custodian.
Financial Plan Overview
We can connect our financial planning software with your investment portal to show you how changes in your investments affect your overall financial plan.
Black Diamond is the Monitoring Solution
We spent several years working with Black Diamond to design our reporting system as the “one-stop shop” where people can view many parts of their financial plan at once (investments, retirement plan, risk tolerance, etc.) Our walkthrough video highlights its most important features and gives you visibility into the tool before you join our firm.
Let’s Discuss Your Portfolio Monitoring Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
The McCabe Difference
We offer tailored experiences for high-net-worth and ultra-high-net-worth individuals.
We take a collaborative approach with other professionals.
We embrace traditional and cutting edge technology to match the times and offer you better solutions.
We prefer a depth of expertise in fewer areas, to being generalists.
We have over 40 years experience in this industry helping hundreds of clients.
Schedule A Meeting
Schedule a meeting with our advisors by using our Second Opinion Service, our advisors’ Calendly links, or simply call our office main line.
Meet With Your Advisor
Meet with your designated advisor virtually or in-person to get to know each other and the rest of your family. Many times, a follow-up meeting will be beneficial so you know the value that will be provided before you become a client of the firm.
Complete Our Onboarding Process
Assuming you and the advisor see the potential for a long-term relationship, our staff will guide you through our onboarding process to set up accounts with our custodian and join our portfolio monitoring system, Black Diamond.
Frequently Asked Questions
Can I link outside accounts to my portal?
Yes, Black Diamond has a feature called ByAll that allows you to link your outside accounts and view everything at once.
How do I troubleshoot issues with my portal?
Our team has the ability to “impersonate” your client portal. This allows us to see exactly what you see and allows us to diagnose any issues more efficiently.
What information do I have access to?
You can view your daily activity, performance, and transactions of all your investment accounts at once. Additionally, you can view our financial planning and risk software alongside your investments. Finally, our custom quarterly reports and monthly custodial statements are both housed in Black Diamond.