The Living Balance Sheet ®

Newly designed, internet based software, called the Living Balance Sheet ®, has been developed for our select clientele.  It is the tool that not only allows our most advanced clients to create a personalized website, but also can access and display the holdings from a clients entire portfolio (i.e. made up of accounts from various institutions and broker-dealers).  The system is updated each evening to allow clients to track their individual accounts, as well as their net worth each day.  For more information on the Living Balance Sheet ®, please click on the links below and/or contact us.

The Living Balance Sheet ®

Log on to the sample website created for a fictitious "Tom Armstrong", using the username "TomAr4" and  the password "Living123456" within the link below.

Sample Client Website

If you are an existing Living Balance Sheet user, click the link below to access your personal website.

Existing Living Balance Sheet User

The Living Balance Sheet ® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client's financial institutions.  Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.