Portfolio Monitoring

Portfolio Monitoring Services

Our firm has long understood the importance of portfolio monitoring to institutional investors. To that end, we have provided comprehensive portfolio monitoring services to our institutional clients since passage of the PSLRA. Almost 10 years ago, we launched BEAMS®, the firm’s patented, web-based, portfolio monitoring system, which is updated daily in-house with current data. BEAMS® is available to our institutional clients via the use of a highly secure, password-protected website. Please contact us for more information about our unique service for institutional investors.