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For clients who choose to have their assets managed by Victor Schramm LLC, we offer access to a Blueleaf portal for performance reporting of your investment accounts. Blueleaf doesn’t just report our managed account performance: clients can add held-away, non-advisor managed brokerage and banking accounts. It’s an excellent way to see all of your accounts in one, secure place.

Please see Blueleaf’s website for more information on the service.