Client Portal Access
Through the P&A Client Portal you have access to updated performance compared to your benchmark, your current holdings, gains & losses, and more. Get your P&A quarterly statements electronically here as well.
Our Form ADV
Download both parts of our Form ADV on this page.
Confused by all the lingo of the financial services world? Here’s your jargon decoder ring.
In an effort to keep our clients informed about the various tactics employed by cybercriminals, how you can thwart them, and the steps to take if your identity is compromised, we are sharing two documents provided to us by Charles Schwab.
We spell out the terms & conditions of our site and communications, as well as lay out our privacy policies.