Whether you are in the building wealth stage, or simply trying to preserve your wealth our prudent, and analytical investment management solutions will help you reach your financial goals.

This service is designed for investors who understand and want to have their investments in financial assets managed in a diversified, highly disciplined, yet personalized approach.

You will benefit from your investment advisor’s ability to respond to immediate market opportunities as well as to make informed, objective decisions about long-term investing strategies all without the pressure and responsibility of making day-to-day investment decisions.

Through the Scottrade platform you will have access to a broad array of investment accounts and financial products. In general the main investment vehicle that will be used for most portfolios will comprise of either investments in no load mutual funds and/or exchange traded funds; while occasionally if appropriate investments may be made in individual stocks and/or bonds.

Investment management services are offered on a fee only basis starting at an annual rate of 1% of the assets under management.