You can review your portfolio at any time of the day or night, using these direct links to the Web sites of the custodians that hold your accounts and securities. To activate your on-line access, contact Mark Edwards at Matthai Capital Management. Once your account is set up, simply click on the links provided below.
As one of the largest brokerage firms in North America, TDAmeritrade is known for providing a wide range of products and services tailored to independent financial advisors and their clients. For example, TDAmeritrade offers over 13,500 mutual funds to choose from. This reputation has led over 4,000 independent financial advisors and over 6 million individual investors worldwide to choose TDAmeritrade for their financial solutions.
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Their stock is traded on the New York Stock Exchange (RJF). Through three broker/dealers, more than 4,900 financial advisors serve 1.8 million accounts from 2,200 locations throughout the United States and internationally. The firm’s asset management subsidiaries manage in excess of $36.1 billion for individuals, pension plans and municipalities.