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We manage assets with many different custodians and investment companies. If you have accounts with us that are held at a company not listed below, please contact us and we will assist you in getting access through that company’s specific online viewing website.

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Makkai Capital Group and Advisory Services Network LLC. Fidelity is a service provider both. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908949.2.0

"It takes as much energy to wish as to plan."

- Eleanor Roosevelt

"People with goals succeed because they know where they are going."

- Earl Nightingale

"Wealth is not his that has it, but his that enjoys it."

- Benjamin Franklin

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"It takes as much energy to wish as to plan."

- Eleanor Roosevelt

"People with goals succeed because they know where they are going."

- Earl Nightingale

"Wealth is not his that has it, but his that enjoys it."

- Benjamin Franklin

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