Investment Objective Monitoring

Good afternoon. I am looking for information on what types of software any of you may use to assist in the monitoring of advisory accounts against their Investment Policy Guidelines.

Thank you.

Audrey Wheeler



Audrey Wheeler
Chief Compliance Officer
216-912-0558 Direct
216-912-1461 Fax
aharris@mcdonald-partners.com
Please note: We have moved! Our new address is below

McDonald Partners LLC
1301 East 9th Street, Suite 3700
Cleveland, OH 44114
Visit our new website www.McDonald-Partners.com



Attention: This transmission is neither an offer nor a solicitation of an offer to buy or sell securities. Please be aware that the confidentiality of Internet email cannot be guaranteed.  Please do not include private or confidential information such as passwords, account numbers, social security numbers, etc, in emails to us.  If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information, please contact the sender immediately and destroy the material in its entirety.  Additionally, instructions having financial consequences such as trade orders, funds transfer, etc., should not be included in your email communications to us as we cannot act on such instructions by email. Accompanying information was prepared by or obtained from sources which McDonald Partners LLC., believes to be reliable but does not guarantee its accuracy.
Sign In or Register to comment.