We work constantly to improve our client experience. To that end we have engaged with Black Diamond, a premier portfolio management software to better serve you. Their client portal improves upon our previous Morningstar portal in many ways, ease of use paramount among them. We are rolling out the new portal to clients slowly to ensure each of you has a good understanding of the platform.
If you have any questions regarding our new platform please contact Jen Heerensperger at 713-800-7154.