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Client Center
Powered by InvestorGuide.com, one of the most comprehensive financial glossaries on the web, equipping millions of individuals with the financial knowledge necessary to understand the basics of investments and keep up to date with the terms that they need to know in order to help them succeed in today's financial world. Click Here to access our education center.
Right Capital
Tollerene Investment Management clients have access to one of the leading financial planning software tools in the industry. Combining all your financial data in one place is the starting point for higher quality financial decisions. A single view enables holistic decision making. No more making piecemeal or siloed decisions. Right Capitals client portal financial plan is an interactive tool that can be accessed from any computer or smartphone. Scroll down to view a short video on RightCapital and get started today!
Through Tollerene Investment Managements RightCapital's portal our clients can access their own personal financial plan an interactive tool that can be accessed from your computer or smartphone. This area provides customizable access to each of your personal planning modules as well as access to the vault area, tasks area, RightPay billing details, and security settings. Your personal RightCapital dashboard has all the key elements for a financial overview. Review your balance sheet, check in on your portfolio, or measure progress on your goals. For instance, take a look at your financial plan's probability of success. Once your profile is complete, you can enjoy a 40,000-foot view of your financial status, and access other important communication tools built within RightCapital.
Modern Features for today's Investors
All accounts in one place - link all your financial accounts with automatic daily updates.
See your financial goals - On track for retirement?, buying a house?, saving for college?
Track Expenses - stay on top of your budget and track your expenses.
Interactive Retirement Planning - Clearly illustrate multiple scenarios, stress tests, and more. Make your golf-in-the-morning, beach-all-day dreams a reality.
Tax-Efficient Distribution - save money with an optimal tax-efficient distribution strategy—explore different withdrawal schedules and Roth conversions in a way that’s easy to understand.
Insurance Needs Review - Help protect you and your loved ones in the event of situations such as disability or death.
Evaluate your needs in different situations and identify ways to ensure their success.
Debt & Student Loan Analysis - Use our unique student loan module to illustrate different payment programs so you can reduce payments and help ease the burden of student debt for you or your children.
Unlock more value – retirement, college planning, Social Security optimization, tax planning, and more.
Use your vault to securely share and store documents. Upload statements or photos of life insurance coverage to incorporate them in your plan in a safe manner. Just click on the gear icon in the top right and then click “Vault”. Your vault contains a shared folder (between you and your advisor) and a private folder (only visible to you). You can save important personal documents to either folder for safe-keeping. Securely store items like photocopies of loan documents, insurance policies, birth certificates, etc. Think of it as your digital safe: any document you’d store in your home safe you can store in this vault.
Set up your account today to unlock opportunities and ensure you’re on the path to success. RightCapital’s Client Portal is easy-to-use, informative, secure. Your information is safe. My financial planning solution uses top-notch data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption.
Already a Tollerene Investment Management client? – you can access your personal RightCapital portal by clicking here.
New to Tollerene Investment management but eager to get started on your financial planning process then click here.
Stay On Top of Your Financial Life With RightCapital
Filling Out Your Profile with RightCapital
Online Account Access
LPL AccountView
Already a Tollerene Investment Management client and you just want to check your LPL holdings, you can access your account information by clicking here to be directed to Account View. Enter your username then click next and enter your password then click login.
Investor Education Center
Over the past 96-plus years, an investment in U.S. stocks has grown over 12,000-fold despite 16 recessions, double-digit interest rates, and several world crises. Stocks have fallen by over 20 percent on eight occasions since 1926. Following each downturn, they have recovered and gone on to reach new highs.
Equities have outperformed other asset classes, but at commensurately high risk. When stocks have fallen, a balanced portfolio has always fallen less. Inflation: A constant risk - One dollar today is worth only a fraction of what it was in 1926. Domestic equities have outgrown inflation by a factor of 789.
Click on the images below to get a closer look!
Tollerene Investment Management Weekly E-Letter Archives and Finance Twitter/FinTwit
Here you can find archives of our Wednesday Weekly E-Letter and posts of stock research analysts, chief market strategists, economists, technicians, fund managers, investment pundits, and writers we think may be worth following.
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© 2024 Tollerene Investment Management. All Rights Reserved. LPL Financial Form CRS.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We are licensed to sell insurance products in the following states: Texas (TX).
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.