Client Web and Estate Plan Portals

Client Web Portal

Nitrogen - Riskalyze

Click Here to review your current holdings in Your Pathway Portal, a secure medium that includes your quarterly investments reports, wills, trust, and other sensitive documents.

Nitrogen - Riskalyze

Review periodically your "risk score" by clicking and completing the simple questionnaire. Keep your investment strategy on target with your objectives.

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Estate Planning

Nitrogen - Riskalyze

Estate Planning

Begin crafting your Estate Plan documents to give you and your family a peace of mind and security knowing that your estate is being handled based on your wishes. Get started by clicking Start My Estate Plan.

For returning clients that have completed or started their Estate Plan: Client Estate Portal

The information in this communication is for informational purposes only, and has been obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. The opinions expressed are subject to change without notice and may not be updated. Past performance is not a guarantee of future performance. *Actual client portfolio allocations and results may vary due to individual client circumstances and investment timing. This communication is not an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of securities in any state where such offer or sale is unlawful. Our Market View updates and Blog are written by John E. McKinney. Questions or comments regarding these updates or other investment services offered should be directed to him at jmckinney@maminvest.com.