As a Roemer Kamp & Partners customer, you can access our app, which provides a comprehensive view of your investments, including both liquid and illiquid assets, across various custodians and investment advisors. The app offers a clear and concise overview of your total assets and their performance. Track your overall return, asset allocation, as well as the monthly and yearly performance of your portfolio, along with other important metrics. If you do not yet have access to the app, please contact your advisor. Note: This offer is exclusively available to customers of Roemer Kamp & Partners.
