How We Can Work Together
We work with our clients to determine whether a discretionary or non-discretionary account is the right approach - it all depends on what kind of involvement our clients would like to have with the investment decisions.
Discretionary portfolios are managed in a number of different ways:
The "Managed Portfolio Account" or MPA where we structure portfolios and make all the investment decisions
Managed asset programs such as "Architect" or "BluePrint" where we partner with world-class investment managers
For clients who like to be involved in all of the investment decisions we offer:
"Meridian" fee-based accounts
Traditional commission-based accounts