Times have changed, and so should your ability to access real time financial information. That’s why we use technology to communicate with you whenever possible, if that’s what you want.
Log in to your TD Ameritrade secure web portal anytime to see your real time investment holdings, or, access your Client Account portal for more detailed analytics and our quarterly performance reports.
We also can keep your important financial documents there for easy access. Using technology on your behalf also helps us help you – share important information with any one of our team members and it instantly becomes accessible to everyone.
We try to ensure that no important dates, events or deadlines fall through the cracks.
Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management, LLC, a Securities and Exchange Commission Registered Investment Advisory Firm. Securities and Exchange Commission registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated.
Del-Sette Capital management is not a law firm and does not provide legal advice. See Full Disclosure.
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Del-Sette Capital Management LLC
1332 Union St, Schenectady, NY 12308 | Tel. (518) 793-3851
Del-Sette Capital Management is a Registered Investment Advisor.
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