· High level of customized solutions, including:
o Individual Investment Policy Statement
o Personalized asset allocation
o Portfolio’s customized based on your personal preferences with consideration of your specific tax needs
· Direct access to your portfolio Manager, who is accountable for decision making and performance
o With most money management programs, you never meet your Portfolio Manger
· Confidence of knowing your Portfolio Manager possesses advanced investment credentials
· Comfort of knowing and independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines
