價格：免費
更新日期：2017-03-30
檔案大小：991.2 KB
目前版本：1.2
版本需求：需要 iOS 8.0 或以上版本。與 iPad 相容。
支援語言：英語
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.
支援平台：iPad