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Along with the traditional commission-based relationship, our clients may take advantage of fee-based relationships with their Advisor. We are pleased to offer clients access to the following managed-money products.
In an IAM account, the Advisor is granted discretionary authority by the client to purchase and sell select no-load and load-waived mutual funds, and to liquidate previously purchased load mutual funds. In addition, upon consultation with and the direction from the client, the Financial Advisor is authorized to buy, sell, and trade other securities approved for the Program, including stocks, bonds and options.
Choice, a wrap fee program sponsored by The Investment Center, Inc., utilizes asset allocation to create customized portfolios of mutual funds. The program is designed for clients seeking a comprehensive mutual fund wrap fee program.
Managed Account Advisor is a comprehensive, personalized investment management program designed to help those with substantial assets get more out of their wealth. The advisor works closely with the client to devolop goals, determine the appropriate allocation, select managers, and monitor performance. The program offers a powerful combination of professional guidance, access, and flexibility supported by a foundation of proprietary research.
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Along with the above products, clients of The Investment Center have access to a number of well-known money managers: |
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