The Flex Account allows you to purchase groups of transactions for use as needed at a predictable and cost effective rate. Depending on your individual trading patterns, you can choose from two tiers: Standard and Active.
A Flex Account eliminates individual transaction costs in that a single quarterly fee is charged based on a percentage of the eligible assets, not on the number of transactions. This allows you flexibility to choose investments based on your overall portfolio objectives. You retain control of the account and all investment decisions. Each account provides an annual allocation of securities transactions; trades in excess of the quarterly and yearly allocations will incur regular commission charges.
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Independent Asset Management utilizes financial planning, professional investment managers, formalized performance reviews and access to timely information.
Goal Definition
We begin by defining your objectives and prepare a statement of investment guidelines for your portfolio. We then make asset allocation recommendations.
Investment Manager Selection
Your account will be supervised by professional investment managers who provide full-time expertise in overseeing your portfolio. In selecting a suitable investment manager, we conduct an extensive due diligence process utilizing the analyses of qualitative and quantitative criteria with comparisons. To maximize your investment goals, portfolios of multiple managers are optimized through a propriety asset allocation system.
Performance Review
Your portfolio is monitored and reviewed on an ongoing basis, with comprehensive reports detailing activity and performance provided to you. |
