Daily Account Reconciliation
We reconcile clients’ Synergy accounts with their custodian’s records each day to assure that dividends are paid as expected and to detect any unexpected activity.
Daily Review of Account Remittances and Disbursements
We review clients’ deposits and disbursements to determine that they are booked correctly.
Ad Hoc Discussions
Among the most important work we do for clients is to respond to evolving priorities and investment objectives. Perhaps funding college or retirement is a concern. We work with clients to formulate an investment strategy to achieve these important goals.