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Meg Green & Associates

MG&A MView™ App:

MG&A MView™ App:

Meg Green & Associates

by Envestnet
Meg Green & Associates

What is it about?

MG&A MView™ App:

Meg Green & Associates

App Details

Version
1.2
Rating
NA
Size
0Mb
Genre
Finance
Last updated
March 30, 2017
Release date
January 7, 2016
More info

App Store Description

MG&A MView™ App:

Description
MG&A MView™ is a fast and secure service for clients of Meg Green & Associates, Inc. The app is optimized for the iPad iOS and it is available 24/7 using your existing MG&A Online Username and Password.

The online platform provides an extensive roster of multi-custodian performance reports at several different levels. The key benefits to our integrated reporting capabilities include secure online access, account balances, activity summary, asset allocation, YTD income, dividend and realized G/L, performance vs. benchmark, contribution by asset class and list of holdings. These reports are highly customizable by individual account, by groups of accounts and by the entire household of accounts. We understand you may not have all of your investment accounts at Meg Green & Associates, Inc. For those who don’t, the MG&A MView™ can be set up to provide a consolidated and complete review of your entire investment portfolio including both assets managed by Meg Green & Associates, Inc. and other financial institutions.

Company Overview
Since 1984, Meg Green & Associates, Inc. has helped affluent individuals and their families, as well as business owners, manage their wealth through all stages of life. We are proactive and responsive, with the flexibility to provide immediate answers as well as long-term solutions. We help clients negotiate life from a financial point of view through creative problem solving coupled with our asset management experience and knowledge of all things financial. Our multi-generational focus strives to ensure that you and your family are being treated as well as your money.

Investment Philosophy
Through our integrated businesses, investment management and financial planning, we operate as one comprehensive wealth management firm. A sophisticated investment portfolio can only be structured upon knowing the risk tolerances, cash flow needs, tax liability and time horizons of each individual. Our investment committee is constantly monitoring and evaluating the vast amount of investment options available. We look for investment managers that offer consistent returns, have long-term track records and fit within a client's unique style allocation. Our experienced financial advisors take you through a process that helps to match the different pools of your wealth with specific goals.

Securities offered through Sterne Agee Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Sterne Agee Asset Management, Inc., a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through Sterne Agee Financial Services, Inc. as of December 31, 2013. Neither Meg Green & Associates nor its representatives offer legal or tax advice. Please consult with your own legal or tax professional concerning your specific situation.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.