Our Service

Personal Manager

As a part of our investment advisory service, your personal portfolio manager meets with you directly to define your Investment Policy Statement. By using us as your personal portfolio manager, you avoid the time consuming work of doing your own research, making your own transaction decisions, and order placements. You are relieved of the burdens of managing your portfolio by having our ongoing personal attention.

Investment Policy Statement

Based on your savings, income, and current assets we develop a personalized Investment Policy Statement for you geared to reach your goals while balancing the rewards with the risks of investing in various assets.

Discretionary Service

As your discretionary manager, we implement your Investment Policy Statement for you on an ongoing basis. We make all the investment selections, decisions, and transactions on your behalf. Your securities are kept in your own brokerage account or securities custody account – we do not handle your securities or funds directly.

You relax and monitor our management of your investment portfolio.

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