A managed investment account is for people looking for the following characteristics:
Active Management
We sift through thousands of investments and put funds through a rigorous scrutiny to ensure they meet our criteria. Existing positions can be sold if they stop meeting our criteria.
Investment Committee
Meets regularly to discuss current trends and the economy and how investments should be assembled.
Expertise
Investment committee comprised of Attorneys, Certified Financial Planners, Chartered Financial Consultants and registered representatives with years of experience.
Fee-Based
No commissions; we charge the account an annual fee in quarterly installments. Larger accounts have a lower percentage fee.
Minimum Investment
$25,000 to open an account.
WE WANT TO HEAR FROM YOU
What is your biggest frustration and/or question about your finances?