Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Emerald Wealth Management Solutions, LLC, exists because we wanted to offer an alternative to the traditional Wall Street options available to investors. Today, there are more choices available to more investors than ever before. But there are flaws inherent in this system, such as big-name firms that only sell their own big-name products and proprietary research that is influenced by these firms' business growth goals.
These firms have their own self-interest at heart.
We think someone should have yours . . .
Our Firm's Bill of Client Rights:
• You deserve an investment portfolio free of limited choices
and hidden costs.
• You deserve a financial professional who will treat you as a
human being, not as a sales quota.
• You deserve a financial professional who will make your concerns
and goals a priority, and invest according to your plans.
• You deserve a courteous, attentive financial professional who will
work for and with you, not around you.
• You deserve a financial professional who stays updated on the
best practices in the growing complexity of financial issues.
• You deserve the peace of mind that comes from knowing that
your money is working toward your dreams and aspirations.
• You deserve to have your assets actively managed and monitored.
• You deserve to be updated regularly about your portfolio's
performance.
• You deserve prompt and courteous answers to your questions,
responses to your requests, and detailed explanations on
anything you have concerns about.