Account Services
Relax and Enjoy Your Financial Journey With Us
We believe we can make your financial journey most successful when we get to know you and your goals and can make timely informed decisions based on that knowledge. Our fee-based advisory offers only discretionary accounts, which are sometimes known as managed accounts.
What is a discretionary account?
Simply, you allow us to buy and sell securities for your benefit. This allows us to be proactive and positioned to move on a moment’s notice as we manage your wealth. At the start of our relationship, you sign a discretionary disclosure to ensure your consent. It’s that easy!
What is a discretionary account?
We believe discretionary accounts are one of the most valuable tools available to you as an investor. Why? You get:
- Professional portfolio management that is truly based on your individual investment goals, risk, lifestyle, and tax position.
- Less time-consuming responsibility for the day-to-day management of your portfolio — which means you have more time to do the things you enjoy
- Timely and immediate access to investment opportunities.
- Total access to and ownership of your investments at all times, even though your investments are managed by a professional.
- Highly personalized financial management that can make a difference to you — and your loved ones — for generations to come.
