General
Non-discretionary management means the client must approve the timing, amount, and pricing of each trade.
Discretionary trading allows your advisor to make transactions on your behalf without your approval for each transaction. We operate on a discretionary basis, which means that after setting agreed-upon parameters, we can efficiently rebalance and manage your portfolio in a timely manner.
Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
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Client Development Advisor
or call us: 805-902-4550
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Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
Prefer a phone call? Call us: 805-902-4550
For general inquiries: click here.
By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
