Service is intended for individuals, families and trusts, who need help managing assets. Includes:
- Identifiying portfolio management goals and establish a timeframe.
- Develop an Investment Policy Statement (IPS). The IPS defines a framework for portfolio management and governs the ongoing management of the portfolios.
- Implementation of the porfolio.
- On-going monitoring and re-balancing.
Securities clearing and custody is provided through TD Ameritrade Institutional.