Client Resources SEI Portfolio Access Portfolio Access is the investment portal through which our clients can view their investment accounts on an on-demand basis. It serves as a technological link to their money in between the monthly paper statements and shows the cash and investment balances as of the prior business day's closing prices. The benefit to clients is that they don't have to wait until they get their statement to see how their investments are performing. Information Integrator Information Integrator is a secure online document storage vault where clients can view files that we have uploaded. Clients have the ability to upload files to the same site. Those files may include tax returns, wills and trusts, business documents and other financial papers. The advantage to the clients is that they can access this vault from any computer in the world with internet access. In addition, they can also view, at a snapshot, a financial summary as consolidated by our planning software. Other Resources

News & Updates

A Voice for Iowa Business — Jun 22, 2009

On July 1, 2009, Johnne Syverson, CFP®, AEP, CAP, will join the Board of Directors of the Iowa Association of Business and Industry (ABI).  Johnne was elected at the association’s annual convention in early June. 

As a member of the ABI board, Johnne will join ...

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Helping Iowa Grow — May 27, 2009

Syverson Strege & Company business advisors Dr. Don Doudna and Lars Peterson recently completed a series of 24 workshops to help promote economic growth throughout Iowa.
 

The workshops were offered across the state to educate business owners on how to sustain a company wh...

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More of What You Value Webcast — Apr 20, 2009

David Strege,CFP®, CFA® has been featured as a presenter in the free online Consumer Webcast Series launched by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC to address the growing public concern over the recent economic turmoil. 

The current economic ...

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A Trusted Financial Advisor — Mar 27, 2009

Bernard Madoff’s alleged Ponzi Scheme stands as an example of how the financial services industry has failed to protect the best interests of consumers.  It highlights the increased need for consumers to proceed cautiously when working with an advisor and the importance of asking point...

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Putting Success in Succession — Mar 12, 2009

Syverson Strege & Company business advisors Dr. Don Doudna and Lars Peterson are partnering with representatives of the Iowa Small Business Development Center to help promote economic growth throughout Iowa.
 

The Success in Succession workshops will be offered across the ...

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