Discretionary Account Management

 

When asked to manage customer funds, we either do it in-house, or we place the funds with investment professionals within our network whose approach is suitable to the needs of the customer. We provide suggestions to our customers depending upon their ability and willingness to assume the risks involved. Before making a decision, customers will meet our in-house managers and investment professionals within our network as appropriate.

All of the money managers are very experienced with long track records. Ultimately, the decision of which money manager to choose is up to the customer.

  
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