Take a Look Inside Your Client Portal
With year-end approaching, now is a good time to take a fresh look at your financial picture, whether you’re reviewing things on your own or planning to connect with your Beese Fulmer portfolio manager. Your client portal is a convenient place to start. If it has been a while since you last logged in, take a few minutes to explore and see what’s available.
Your Beese Fulmer client portal provides access to far more than your portfolio balance. It is designed to keep you connected to your investments and reporting in one convenient place.
Once signed in, you will find the following:
Your Team & Holdings at a Glance
From the moment you sign in, you'll find a snapshot of your account values, a summary of your top holdings, and direct contact information for your dedicated Beese Fulmer team.
Portfolio Performance & Activity
Track your portfolio's performance, allocation, and recent activity, including projected income, fixed income holdings, and recent transactions, all in one place, a useful reference as you consider year-end planning.
Reports & Statements
Access reports prepared by the Beese Fulmer team directly within the portal. For accounts held at Schwab or Fidelity, custodian statements are also available alongside your other account information.
A Complete View in One Place
Account values, holdings, performance, activity, projected income, reports, and available statements are all accessible in one place, offering a comprehensive and secure view of your where things stand, a helpful starting point as you think through year-end planning.
We encourage you to log in and revisit your portal at your convenience. To access your portal, visit beesefulmer.com and select the green Client Portal button in the upper-left corner of the website.
As a routine security measure, portal passwords are reset every 12 months. If it has been some time since your last visit, you may be prompted to create a new password upon signing in.
Should you have any questions or would like assistance navigating the portal, or discussing your year-end planning, your Beese Fulmer team is always available to help.
Beese Fulmer is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information contained herein, nor any opinion expressed, is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, Beese Fulmer Private Wealth Management ("Beese Fulmer") makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third-party websites that Beese Fulmer may link to is not reviewed in their entirety for accuracy and Beese Fulmer assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Beese Fulmer. For more information about Beese Fulmer, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search for our firm name.
