We “custody” (i.e., hold) and manage your investments at Charles Schwab & Co., Inc., a top custodian serving thousands of Registered Investment Advisors.
You always have access to your investments directly through the Schwab client portal. Occasionally we need you to log in to your Schwab account to finish an administrative task.
GeoWealth is our portfolio management and performance tool.
The GeoWealth portal offers you helpful views of your managed Schwab portfolio, many of which you can’t see on the Schwab website.
Some of the most important views, in our opinion, are asset allocation (i.e., the balance of stocks and bonds) and investment performance. Your quarterly portfolio review and performance report is also available here.
You can’t change anything in your investment accounts through GeoWealth.
RightCapital is our financial planning tool.
We do financial planning projections. You link your financial accounts and upload your documents in the secure portal. We all track your tasks.
You can see your up-to-the-minute net worth, cash flow analysis, and outstanding tasks. Plus, it’s just pretty.
AdvicePay is our payment processing tool. Some clients pay from their managed accounts at Schwab; for everyone else, we use AdvicePay.
Before we start working together, you set up recurring monthly payments in AdvicePay, and that’s it! No worrying about making payments on time.
You maintain direct control over these payments.