Client Portal

CLIENT PORTAL

By clicking the above link, you will be leaving our website and entering our secure client portal. From here you will have access to your monthly Dumaine Investments’ account statements, executed management contracts, and our quarterly newsletters. Please contact our office at (504) 521-7350 to obtain your login credentials and to learn more about our client portal.

SCHWAB

Please visit the Schwab Alliance portal to view your assets under management, including monthly account summaries, tax statements, trade confirmations, and more. Not registered yet? Please call your dedicated Schwab Alliance team at (800) 515-2157.

Important Notice: You are now leaving the Dumaine Investments website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Dumaine Investments. Dumaine Investments is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Dumaine Investments under which Schwab provides Dumaine Investments with services related to your account. Schwab does not review the Dumaine Investments website, and makes no representation regarding information contained on the Dumaine Investments website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

TD AMERITRADE

Please visit the TD Ameritrade portal to view your assets under management, including monthly account summaries, tax statements, trade confirmations, and more. Not registered yet? Please call (800) 400-6288.

Important Notice: You are now leaving the Dumaine Investments website and will be entering the TD Ameritrade & Co., Inc. (“TD Ameritrade”) website. TD Ameritrade is a registered broker-dealer, and is not affiliated with Dumaine Investments. Dumaine Investments is independently owned and operated. Regardless of any referral or recommendation, TD Ameritrade does not endorse or recommend the investment strategy of any advisor. TD Ameritrade has agreements with Dumaine Investments under which TD Ameritrade provides Dumaine Investments with services related to your account. TD Ameritrade does not review the Dumaine Investments website, and makes no representation regarding information contained on the Dumaine Investments website, which should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities.

VANGUARD

Please visit the Vanguard portal to view your assets under management, including monthly account summaries, tax statements, trade confirmations, and more. Not registered yet? Please call (800) 523-1188.

Important Notice: You are now leaving the Dumaine Investments website and will be entering the Vanguard & Co., Inc. (“Vanguard”) website. Vanguard is a registered broker-dealer, and is not affiliated with Dumaine Investments. Dumaine Investments is independently owned and operated. Regardless of any referral or recommendation, Vanguard does not endorse or recommend the investment strategy of any advisor. Vanguard has agreements with Dumaine Investments under which Vanguard provides Dumaine Investments with services related to your account. Vanguard does not review the Dumaine Investments website, and makes no representation regarding information contained on the Dumaine Investments website, which should not be considered to be either a recommendation by Vanguard or a solicitation of any offer to purchase or sell any securities.

CFA INSTITUTE

CFA® charterholders are highly regarded throughout the investment industry because they measure up to a higher standard of ethics and professional excellence. It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst®.

CFP BOARD

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.