“MPS LORIA continually enhances our services to meet the ever changing needs of our clients.”

Administrative Services

Dedicated Account Service Team

In addition to a lead Advisor you will be assigned a lead Account Manager.  Our Account Managers are experienced operations professionals who work side by side with the lead Advisor, to assist you with all aspects of your planning needs.  Our Account Managers take great pride in getting to know our clients and assisting them with any request.  When you call MPS LORIA you will speak to someone who has an in-depth understanding of your situation and is prepared to address and efficiently handle all of your service requests.

Comprehensive Asset & Performance Reporting

Accountability is something MPS LORIA takes very serious in regard to our clients.  Once your risk tolerance is determined and an investment allocation is agreed upon, MPS LORIA offers comprehensive performance and allocation reports*.  These reports are in addition to the statements you will receive directly from the custodian of your monies.  These reports clearly illustrate how your monies are allocated as well as offering you full accountability on your portfolio performance.

*Reports are not meant to replace actual custodial statements.  These reports are obtained from sources that MPS LORIA Financial Planners, LLC believes to be reliable, but does not guarantee their accuracy.

Services