As an Accredited Investors client, you have access to a secured, password-protected site designed especially for our clients. When you visit the Vault, you will be able to access the following information:
- Updated quarterly and annual investment reports
- Historic performance from 12/31/2001 or your client start-date—whichever is more recent
- Archive of our market commentaries and quarterly insight letters
- Links to our expert interviews
- Complete staff bios and pictures
Protecting your sensitive information is of prime importance to us. As part of our continuing efforts to provide a high level of security, we have an email encryption service through Zix Corporation. As our client, you are able to receive and reply to our encrypted email easily, with the knowledge that there will be no unauthorized access to your information. To send us an encrypted email, simply click on the "Secure Email" button located in the upper right-hand corner of our website, and you will be taken to our secure message center where you can create and send messages.