Asset Management
We offer a variety of portfolio management services for individuals, pension and profit sharing plans, retirement funds, foundations, endowments and trusts.
We offer several types of fee-based accounts which feature quarterly fees and low (or no) transaction costs in addition to traditional commissionable investment accounts. |
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Cash Management
Our Elite Investment Account™ combines a full-service investment account with a comprehensive cash management program, all for a low annual fee.
Features include unlimited check writing, a VISA™ Gold debit/ATM card, loans, cost basis and gain/loss information, street name dividend investment, electronic deposits/payments, direct access to account information via the Internet, monthly statements and an annual summary statement.
Performance reporting is available for Elite accounts valued at $100,000 or greater (does not include aggregate balances). |