Welcome!
An integral part of our investment philosophy is communication—we want all CJM clients to be as knowledgeable as possible regarding on the status of the markets and their individual portfolios.
This page is the portal to your CJM account information, including your holdings, account values, and investment allocations. Typically, the information will be current as of the last business day. You have three options available to you, and since they draw information from different data sources, each is individually password protected. Simply click the desired portfolio segment to access the appropriate log-in page.
Consolidated Portfolio (consolidated view of all investment accounts)DFA/Loring Ward Account Portfolio (DFA accounts only)
On-Line Documents Vault (view important documents such as Wills, Trusts, etc...)
