Investment Management
Goal: Full-time supervision
of your portfolio
When you open an Investment Management Account with us, we draw upon our sources of research and analysis to manage your money. In a sense, we become your institutional investor, which helps to avoid the pitfalls of reactive, emotional investing. The buy and sell decisions that we make for your account—or if you prefer, the recommendations submitted for your approval— represent our independent judgment of the best course of action for your portfolio, given your objectives, risk tolerance and the market outlook. To open an account, you sign a simple agreement designating us as your agent and deliver the assets that you wish us to manage. You continue to own your securities, and you may add or withdraw funds or terminate your account at any time.
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