These buttons will allow you access to Provisus’ secure intranet site and view your Quarterly Investment Reviews (QIR) and Annual Transactions Summaries (ATS). The intranet also contains newsletters and information about the Transcend Separately Managed Accounts (SMA) Program.
This button will direct you to our online Private Client Questionnaire. Your ﬁnancial advisor will obtain a Username and Password for you. The questionnaire will determine your investment objectives, constraints and form the basis for your personalized Investment Policy Statement (IPS).
18 King St. East Suite 303