In a full service brokerage relationship with us, you remain directly involved in the day-to-day decision-making and management of your investment portfolio. However, it is your investment advisor's duty to help you discover, plan and implement the right strategy to grow your wealth.
Discovery
Getting to know you as an individual is essential to helping you achieve your financial objectives.
Your investment advisor will listen carefully to you and devote significant time and energy to understanding your needs and goals. He or she will look at all aspects of your financial situation, including your risk tolerance, return objectives, liquidity needs, time horizon, current holdings and more.
Planning and Strategy
Your investment advisor will use some of the most sophisticated financial planning tools available to help recommend an investment plan tailored to your personal circumstances.
If necessary, he or she will also work with your existing advisors—or other specialists within our international wealth management network—to ensure that your investment strategy is aligned with your financial objectives. Our goal is to form a long-term partnership in which we help you create and maintain a life-long personalized investment strategy.
Implementation
Once you are comfortable with your plan, your investment advisor will help you to implement it effectively.
Through your investment advisor, you will have access to all the major global markets and a complete range of wealth management solutions. This includes tailored solutions utilizing products such as international equities and fixed income investments, foreign exchange, international mutual funds, hedge funds, structured products, derivatives and an array of third-party managed products.
For your portfolio, you will also have the option of a fee-based model, in which your fee is based on a percentage of assets—allowing you and your advisor to focus on increasing your net worth. Or, you can choose a transaction-based model, where your fees are based on individual transaction costs.
Communication
How you choose to communicate with your investment advisor is completely up to you—you can meet in person, by phone or online.
In addition, you will receive clear monthly statements and a comprehensive reporting package—everything you need to continue making informed decisions and effectively manage your portfolio.
Talk to Us
Discover how our international full service brokerage offering can give you an edge in making your portfolio grow.
