Peabody River Asset Management, LLC

  • Private Wealth Management
  • Endowment Management
  • Investment Consulting

For Clients

Client Downloads

These forms will help you prepare for our first meeting and help us to understand your investment goals and circumstances. The Initial Meeting Document List names the documents to bring to the meeting. The Data Organizer is a questionnaire for basic financial and investment information. Your answers to the questionnaire will provide us a foundation for our conversation.

There are two versions of each document: one for individuals, the other for not-for-profit organizations. All are in Microsoft Word 2003 format.



Client Login

The link below allows you to view your account's current holdings and performance reports. It gives you access to the same portfolio accounting system, from Albridge Wealth Reporting, that we use to create your quarterly account reports. If you have not yet set up your login, please contact us. We will provide instructions for registering to use the site for the first time.

Portfolio Account Reports