We are committed to being open and transparent.
You can view your portfolio online whenever you want to see how it’s performing and where your money is invested.
We will communicate with you regularly to keep you informed of the investment decisions we’re making on your behalf. If you ever have questions or concerns, we’re here to help you out by phone, email and web chat.
Most importantly, you can always see how much we charge for our services.
Learn more about our fees