NON-DISCRETIONARY ACCOUNT BENEFITS:
This option allows your participation in the decision-making process. You’ll maintain regular contact with an experienced financial professional who’ll respond to your specific needs and advise accordingly.
NON-DISCRETIONARY ACCOUNT SERVICES:
•  Comprehensive financial planning review
•  Detailed proposal of positions to be sold
    and recommendations of what to buy
•  Authorization by phone before any transaction
•  Access to the opinions and strategies
    of professional money managers
•  Quarterly updates on your portfolio
    and the current investment climate
•  Clear and concise performance reports