Absolute garbage. They helped us get into our account and then locked it without telling anybody because of a "security breach." After a month of promised callbacks from supervisors we were told they decided it was to remain locked until we sent them a bunch of notarized letters...they refuse to explain why a security breach that was aided by their own personnel required no notification to the shareholders just that "it's our standard practice." All their "cybersecurity" measures are done by paper mail and they don't deem a security breach as worth notifying. People are rude, antiquated and lack any knowledge of best practices from this century.
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Investment management firm specializing in helping financial advisors with affluent and high-net-worth investors.