We are pleased to provide our clients custom access to investment information, including quarterly performance reports, electronic document storage, e-delivery, and online financial planning capabilities, all in one secure location.
KG portfolio access will provide you an immediate overview of your consolidated accounts, updated daily. Moreover, clients that request new financial planning services with KG will have now have interactive financial planning calculators available online, available for access anytime, anywhere.
Our goal is to provide you one custom location for all of your future financial service needs.
Please email our office at
firstname.lastname@example.org if you need assistance or would like to schedule a demonstration on how to use this new service.
We hope you value these new enhancements