Client Login

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. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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