Helping individuals and families, plan and achieve their personal financial goals since 1985.

Online Access to Your Investments

Investia Client Portal

If you haven’t signed up for the Investia Client Portal yet, we encourage you to do so.  The Client Portal offers a simple and convenient way for you to view your investment portfolio and personal profile anytime, anywhere.

Your portal provides:

  • An intuitive interface
  • Mobile friendly access
  • Up-to-date financial information at your fingertips
  • Access to your investor profile
  • Easy-to-use financial calculators
  • A convenient way to update contact information
  • A secure method of sharing information and documents with your advisor


You can access the portal by clicking on the Client portal button at the top of our webpage or by going to

The first time you access it, you’ll need to create an account.  You will need to know your Investia client number which you can find on your quarterly Investia statement or by calling our office.  An easy-to-follow starter guide is available by clicking this link Client-Portal-Starter.

And if you have any technical difficulties you can call the help desk at 1-888-585-1005 for immediate assistance.

We hope you find the portal helpful!