Wealth Management

 

 

 

NEW! Secure access to your account online with PartnerView!

Tycor Asset Management is pleased to announce PartnerView, where you can now access your account information online.

With the secure, Web-based PartnerView system, you can:

  • Access and view your asset holdings and portfolio performance -- anytime, anywhere.
  • Review your quarterly statements online, with ease.
  • Play a more active role in understanding your financial plan.

Go to PartnerView now to securely access your account.

To register for PartnerView access, please contact FinancialServices@tycorbenefit.com

 

 

 

 

Visit your Tycor Wealth Management System webpage!

Financial planning keeps you organized and in-the-knowLearn more about the Tycor Wealth Management system:

  • Web-based financial analysis and account aggregation platform.
  • Designed to give you a single point of access to securely view copies of all your financial accounts, tax and legal documents, insurance coverage, your specific goals and strategic plans.
  • Always up-to-date, organized and easily accessible.
  • Powerful analysis engines track changes in your assets and changes in your life against your overall asset allocation*, retirement and cash flow models, insurance program and your financial and estate plan.
  • All of your information is password protected in a secure, encrypted personal Web address, accessible only to you and your advisor.

* Asset allocation does not guarantee against loss. It is a method used to help manage investment risk.