Client Center

  • ClientView - Current JPH clients can access their private client website here. NOTE: We have greatly enhanced our private client website, now called "ClientView." To login to the new site, you will use your current primary email address and a password that we give you. (Please call us if you don't have one.) The previous client website (called "Virtual Vault") is no longer available.
  • My Schwab Accounts - Current JPH clients can access their Schwab accounts here.
  • Newsletters - Current and prospective clients can read our current and past outlook on the financial markets by accessing our newsletters. They are available for download using the Adobe Acrobat Reader.
  • Items of Interest - Other items of interest are posted here, including the current ADV documents and code of ethics.