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Professional Money Management through Separate Account Managers
Access to a professionally-managed separate account where an all inclusive fee covers a package of services including portfolio management using individual securities,
custody of assets, all transaction charges, consulting and advisory services, research and monitoring.
Develop a personal portfolio allowing you to maintain close control of your assets. Our rigorous due diligence process carefully screens potential Separate Account Managers.
The screening process includes:
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Reviewing credentials |
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Determining their investment styles |
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Examining each manager's performance record |
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Tracking the consistency of the returns in varying market conditions |
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Evaluating and monitoring the level of risk taken by the manager, measured against the value of the returns generated |
Equities/Mutual
Funds
Insurance
& Annuities
Advantage
Account (includes checks or debit cards, direct deposits & ATM access offered through First Clearing, LLC)
529
Plans
Professional Money Management
available through Separate Account Managers
Howe Barnes Hoefer & Arnett, Inc. ©2006 All Rights Reserved.
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