Resources

ESG utilizes a vast array of human, proprietary, and technology resources to maximize the level of service and expertise available to our clients. These resources include:

• Strategic partnerships with numerous outside professionals and service providers.
• Proprietary, secure, Web-based application customized to serve as the client’s personal and financial homepage. This application contains Real Time Account Aggregation, Client Document Vault, Bill Payment Records, Contact Management, and more.
• ESG utilizes Advent Software for detailed Investment Reporting including IRR Calculations, Asset Allocation Reporting, and Detailed Portfolio Accounting.

Please contact us if you are interested in learning more about the resources ESG utilizes.