Meg Green & Associates 1.1
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Free Version
Publisher Description
MG&A MView App: Description MG&A MView is a fast and secure service for clients of Meg Green & Associates, Inc. The app is optimized for the iPad iOS and it is available 24/7 using your existing MG&A Online Username and Password. The online platform provides an extensive roster of multi-custodian performance reports at several different levels. The key benefits to our integrated reporting capabilities include secure online access, account balances, activity summary, asset allocation, YTD income, dividend and realized G/L, performance vs. benchmark, contribution by asset class and list of holdings. These reports are highly customizable by individual account, by groups of accounts and by the entire household of accounts. We understand you may not have all of your investment accounts at Meg Green & Associates, Inc. For those who don t, the MG&A MView can be set up to provide a consolidated and complete review of your entire investment portfolio including both assets managed by Meg Green & Associates, Inc. and other financial institutions. Company Overview Since 1984, Meg Green & Associates, Inc. has helped affluent individuals and their families, as well as business owners, manage their wealth through all stages of life. We are proactive and responsive, with the flexibility to provide immediate answers as well as long-term solutions. We help clients negotiate life from a financial point of view through creative problem solving coupled with our asset management experience and knowledge of all things financial. Our multi-generational focus strives to ensure that you and your family are being treated as well as your money. Investment Philosophy Through our integrated businesses, investment management and financial planning, we operate as one comprehensive wealth management firm. A sophisticated investment portfolio can only be structured upon knowing the risk tolerances, cash flow needs, tax liability and time horizons of each individual. Our investment committee is constantly monitoring and evaluating the vast amount of investment options available. We look for investment managers that offer consistent returns, have long-term track records and fit within a client's unique style allocation. Our experienced financial advisors take you through a process that helps to match the different pools of your wealth with specific goals. Securities offered through Sterne Agee Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Sterne Agee Asset Management, Inc., a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through Sterne Agee Financial Services, Inc. as of December 31, 2013. Neither Meg Green & Associates nor its representatives offer legal or tax advice. Please consult with your own legal or tax professional concerning your specific situation.
Requires iOS 6.0 or later. Compatible with iPad.
About Meg Green & Associates
Meg Green & Associates is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Meg Green & Associates is Envestnet Asset Management, Inc.. The latest version released by its developer is 1.1.
To install Meg Green & Associates on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2016-01-07 and was downloaded 3 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Meg Green & Associates as malware if the download link is broken.
How to install Meg Green & Associates on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Meg Green & Associates is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Meg Green & Associates is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
