- Open architecture solutions and research.
- Ability to include hedging and foreign exchange solutions.
- Deep investments, capital markets and derivative expertise.
Security of Funds:
- Client funds are at a custodian of the client’s choice.
- Limited power of execution authority.
- No authority to transfer funds from accounts.
- Independent reporting and mark to market values of securities by custodian.
- Client receives statements and trade confirmations.
- Transparent fee structure.
Partnership with clients:
- Complete customization of portfolios.
- Management and performance fee structure.