Client Portal
From your separately managed account (SMA) client portal, you have access to insights, account details, your investment dashboard, documents, and more.
Download the Black Diamond Wealth Platform app from the Apple App Store or Google Play and you will have instant access to the client portal from any of your devices.
Not signed-up yet? Please contact us at 504.525.0808 or info@villere.com, and we will provide you with a login and account set-up information.
For more information about the SMA client portal, please see the user guide or contact us at 504.525.0808.
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Important Notice: As a client of Villere & Co. (“Company”), by electing to sign up for the client portal, I have chosen to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will create an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Schwab Alliance
Visit the Schwab Alliance portal to view your assets under management, including monthly account summaries, tax statements, trade confirmations, and more.
Not registered yet? Please call your dedicated Schwab Alliance team at 800.515.2157.
Important Notice: You are now leaving the Villere & Co. website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Villere & Co. Villere & Co. is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Villere & Co. under which Schwab provides Villere & Co. with services related to your account. Schwab does not review the Villere & Co. website, and makes no representation regarding information contained on the Villere & Co. website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.