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ACM Journal - Investment Management
11 Oct

Firm News – Q3 2017 Newsletter

We may have announced it before, but we recently updated our website. There are a host of resources there, including electronic versions of all our newsletters, articles, and even a few videos. We try to send most of this to you directly, but there are a few items that you likely missed. I know from our recent client satisfaction survey that hardly any of you have been to our new website. I’m sure you have more interesting things to occupy your time than watching videos of me discussing ETFs, but there are some solid educational tools out there if you are interested. You can find it at

Speaking of our client satisfaction survey, I want to thank everyone for taking the time to participate. We had a 50% response rate, which is quite good for these things. Generally the responses were quite favorable, but we did get some good comments and recommendations, which we intend to follow up on. That said, please feel free to contact us anytime with feedback. We’re always looking for ways to improve, so don’t wait for the next survey to share your thoughts.

We also recently updated our iPhone app. You may recall that we launched an app a few years back to help calculate required minimum distributions on retirement accounts. A new version has been launched, so update your current app, or go to the App Store and search for “IRA RMD” to download it.

We’re considering other technology enhancements as well. Soon (I know, I keep saying that), you’ll be able to log into your account through our website, and run more robust reports than what you can get through your custodial log in. We’ll be rolling that out in the next month or two.

We’re also exploring the ability to provide educational materials to our 401(k) clients through a mobile app. That will be particularly helpful if you have employees in multiple offices across various regions.

Finally, mobile check deposits are now a reality. This is really a technology enhancement offered by our custodial firms, but it is a nice convenience, that bears mentioning. There are certainly a number of restrictions, but frequently you can take a picture of a check and have it deposited into your Charles Schwab or TD Ameritrade account directly. I’m generally skeptical of these things, but I’ve done it with three checks of my own now, and it has worked flawlessly. Give us a shout if you’d like more details.

Overall, it has been a good year for our firm. We have spent most of the past twelve months making the firm stronger and more efficient through technological enhancements. We continue to grow, but have invested heavily in the ability to manage that growth. We just checked off nine years of managing money for our clients, and hope to continue for many, many more. Thank you for your support.

To Download the complete 2017 Q3 Newsletter please click below.