clients.steinbergglobal.comThe Colony Group

Loading… Username Password Welcome to ’s secure client portal. CLIENT LOGIN is dedicated to providing you with the highest level of service. Consistent with this objective, we have created this secure client portal. Please login to access your encrypted reports and documents. If you need assistance logging in, please contact us: 561-750-0800. Loading… Disclaimer: The enclosed information is based on input obtained from various sources, and we cannot be responsible for its complete accuracy. It is furnished for your convenience and as a check against your calculation. We strongly encourage you to compare the account statements sent to you from your custodian with this statement provided to you by . Certain minor discrepancies may be present due to differences in pricing services used to price all the securities held, pending transactions, timing and recognition of interest payments, among other reasons. In some cases certain hard to price assets, such as certain limited partnerships will not be priced via traditional methods such as the data feed from the non-affiliated custodians, or other standardized pricing services, in those cases we may rely on data indirectly from the clients via their broker or custodian and will only be able to update the information periodically instead of daily. Do not use the information from the Statements, as we are not reporting to the IRS. Custodians are responsible for maintaining and reporting tax information/cost basis and reporting to the IRS. The cost basis information in our reports may not match the records of the custodian. If you feel the custodian information is incorrect, if you have not received a statement from your custodian or if you have any questions please contact us. Loading…...