Account Aggregation/Custodian

Latest Fall 2017 Quarterly Newsletter This issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

For clients who engage our investment advisory services, we custody client monies at Pershing LLC. Pershing LLC is a BNY Mellon company and leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent over five million active investors.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is the oldest private bank in the U.S. and has its roots in 1784. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net worth individuals. BNY Mellon has $25.0 trillion in assets under custody and administration.