An integral part of our investment philosophy is communication—we want all Legacy of Love and CJM clients to be as knowledgeable as possible regarding on the status of the markets and their individual portfolios.

The following link is the portal to your Legacy of Love/CJM account information, including your holdings, account values, and investment allocations. Typically, the information will be current as of the last business day.


To review your accounts, click on the following link:
http://www.cjmfiscal.com/portfolio-cjm-fiscal-management.php