Broker Check

MANAGED ACCOUNT SERVICES

We offer portfolio management using outside professional money managers, Mutual funds and our in-house professionals. We provide you access to some of the most highly regarded managers in the financial industry. Accounts are charged on an “annual fee plus transaction cost” or a “wrap fee” basis, whichever method is best suited for each particular client. These managed accounts may be discretionary or non-discretionary and you will find our fee structure is highly competitive.