Do you need 100% visibility of your holdings? Do you need access to your account positions intraday? We provide individual managed accounts for the discriminating investor. You choose which of the custodian's we are registered with to manage for your accounts.
Are you looking for more than an account manager? Are you ready to work with a professional wealth manager? We provide a full-service product including insurance risk evaluations, managed investments strategies and scheduled account meetings.
We can provide a managed account structured to be long without margin, while using reverse ETF and market directional options as hedges developed to slow down the market movements while still providing upside alpha.