Client Resources

 Account Logins

NetX Investor
Click to access your Pershing accounts

Citrix ShareFile 
Click to access secure file sharing 


 Weekly Market Commentary

Loyola Asset Management publishes a brief, easily understood synopsis of market events over the last week.
To join our distribution list, just send us a quick note here.



FORBES Magazine
Loyola Asset Management was chosen as one of Florida’s Financial Leaders in 2014. View profile here.

WORTH Magazine
Loyola Asset Management was featured as a leading Wealth Advisor in South Florida. You can view each publication below.
January 2016
January 2015
September 2014
March 2014

Wealth and Finance International
Loyola Asset Management was featured as an innovator in asset management.
View the online publication here

To learn more about Wealth and Finance International and how award recipients are chosen click here

An Introduction To Your Personal Financial Portal

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