Thank you for visiting the launch page for the CAZ Investments Client Portal. Clients have access to all of their account information via our secure, password protected, portal called Sharefile. All client statements, vehicle updates and market commentary can be found in one location. Click the link below to be taken directly to the Client Portal.
To help our clients access their Sharefile Portal, we have created a useful video walk through that will take you step by step how to navigate to the portal. Please click the link below to access the video.
Clients with Separately Managed Accounts can also view relevant portfolio activity and details via the Black Diamond portfolio reporting site. Clients with Separately Managed Accounts can click on the link below to be taken to the Black Diamond site.
If you have any problems accessing any of your information, please let us know. We are glad to help. You may either call our office at 713-403-8250 or email us at firstname.lastname@example.org