·         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