This option is very similar to the discretionary service; it benefits from access to the same markets and asset classes as well as the same highly professional administrations of our researchers, strategists and investment managers but the key difference is that they will not make decisions and effect transactions on your behalf.
Instead, they will need to obtain client authorization before they can execute any trades in any security.
Of course, those choosing this option will need to ensure that they can be contacted during business hours and they will need to accept that, in the event that we are unable to establish contact with them, they run the risk of missing opportunities.
This service appeals to those who have some investment experience and who like to retain full control over their portfolios as well as those who wish to take long term positions in specific assets or classes that they believe they will have no desire to liquidate.
Contact us today to learn more about how our financial management services can help you to realize your financial aspirations.