Client Control Center

The Watchman Group Client Portal

Log into our all new client portal to access and download consolidated information on your investment portfolio. This includes up to date information on all of your holdings such as performance, allocation and transaction history. It also includes access to our secure client vault where sensitive documents may be uploaded by either party.

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Schwab Institutional

For our clients that custody assets at Schwab Institutional you can login here to gain access to your account statements and tax documents as needed.

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