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Summer 2014 Update

06-06-14Hello Clients,

The APA Second Quarter statements are being processed and will mailed out over the next week.  If you elected for e-delivery of the APA quarterly statements, they will be available via the secure client portal.  Those who elected paper statements will also find electronic copies available via the client portal.

If you have yet to sign in to the client portal or have lost your username and password, please contact Erin at 401-861-0101.

Also, Atlas Peak Advisors been in the process of making upgrades to the client portal and the link that you will use going forward has changed.  The link can be found in the “Client Login” section in the upper right hand corner of this site.

Lastly, client letters were sent out along with the firm’s discourse brochure on May 27, 2014.  If you kindly return the e-delivery consent letters back in the self address stamped envelope provided.

Thank you,

Atlas Peak Advisors team