Advisory Managed Account is a premium portfolio service that allows our clients to engage an expert to take care of their wealth, so that clients have more time to concentrate on what matters most to them.
By choosing discretionary money management, clients are free from the concerns and ongoing decisions that come with managing their investments. You work with our portfolio managers, Bernard and Kim, to create a customized portfolio of investments based on your unique needs.
One Fee for Service - Paying one all-inclusive fee means predictability, transparency, and unlimited service for the accounts. No additional trading costs.
A Wide Selection of Investment Options - Flexibility to incorporate a range of security types based on your existing portfolio, risk tolerance, and your social, environment, or moral beliefs.
Online Account Access and Research Tools
Preferred Interest Rate - For cash balances and margin loans
Annual Fee Summary Statement to Assist with Tax Filing
It is ideal for clients whom are:
- Affluent investor(s) with a minimum of $500,000
- Seeking financial advice and services
- Seeing peace of mind, and more time to do what matters most to them