Client Directed Portfolio Management

Dedicated to helping clients achieve their financial goals.

Client Directed Portfolio Management

Be Your Own Portfolio Manager With Guidance From Your Financial Advisor

Through our client-directed investment advisory program, your financial advisor will provide you the resources you need to make informed investment decisions, including objective advice and guidance based on your needs, goals, and today’s investing conditions. You will have the knowledge that the specific investment decisions you make are based on sound, reliable and unbiased recommendations.

Asset Pricing Structure to Ensure Our Advice Is Based on Your Needs

To ensure that the advice you receive from your financial advisor is not influenced by anything but your best interests, our client-directed investment advisory program offers an innovative pricing structure where you’re charged a quarterly asset-based fee based on a percentage of the value of the eligible assets in your account. You and your Financial Advisor have a common goal: to grow and protect your wealth.

Advisory Services are not designed for excessively traded or inactive accounts and may not be suitable for all investors.

How can we help you with your financial goals?