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Online Account Access
 
We are continually enhancing our award-winning secure web site to provide clients and consultants with convenient access to timely account data, on-demand account reports, and a complete library of white papers and other original publications.

Please contact your Account Executive for details about obtaining a password for the web site, so that you can enjoy access to the following features:

Account Data and Commentary
View timely information about your account(s), including:

  • Monthly and quarterly performance
  • Quarterly portfolio investment data: holdings, characteristics, allocations, etc.
  • Quarterly portfolio-specific and market commentary
All data can be easily downloaded into an Excel file.

Account Reports
Important account reports are available on line in convenient PDF format.

  • Quarterly Investment Review
  • Monthly and Annual Accounting Statements
Each report is searchable by keyword, so that you can find the information you need quickly.

Research and Product Information
Our secure web site includes access to a complete library of:

  • White papers
  • Viewpoint, our premier client publication
  • Monthly fixed income and international equity newsletters
Quarterly updates on many products, including composite performance, are also available.