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OUR WAY

DEFERRED &
INCENTIVE COMP

LAW FIRMS

Elegant Solutions

Our hallmark is finding an efficient way to achieve a client’s particular objectives, and then implementing such solution.

Service Mindedness

We believe great service starts with listening, and then doing what it takes to satisfy our clients’ needs.

Optlink®

Our Web-based application provides clients with 24/7 access to their accounts, and enables them to change investments and withdraw funds.

SSAE No. 16

Since 2004 we have maintained this audit certification (formerly SAS 70 (Type II)).