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Discretionary Management



experience and expertise

are the foundation of our

solutions-oriented approach.''




Discretionary portfolio management means giving a professional Portfolio Manager authority to make investment decisions on your behalf. Your investment strategy is designed and managed according to your clearly-documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every single transaction.

Portfolio Managers are in possession of among the highest credentials available to investment professionals. They have attained specialized certification, accumulated years of experience advising clients, and demonstrated the utmost in care and integrity with substantial assets under administration.

Discretionary portfolio management gives you more freedom and peace of mind. By delegating the management of your investments to a personal Portfolio Manager, you reap the rewards of a highly customized investment strategy and professional management without having to devote your time to daily decision making.