Wealth Management Your Portfolio

The Advisor provides both discretionary and non-discretionary portfolio management services where the investment advice provided is custom tailored to meet the individualized needs and investment objectives of the client.

• Through personal interviews the Advisor will create a customized portfolio for the client.
• Once the portfolio is constructed, the Advisor will monitor the
  portfolio as changes in market conditions and client circumstances may require.
• With nondiscretionary portfolio management services, prior to the execution of any trades, the Advisor will telephone the client to receive his/her authorization.
• Upon receiving the client’s authorization, the Advisor will execute the trade per his/her instructions.

With discretionary portfolio management services, Advisor will execute trades within the scope of the Client portfolio investment policy without required prior consent other than the Client management agreement