We manage money for our clients in separate discretionary accounts.
Separate discretionary accounts are available for clients who would like their accounts handled by us. We work only on a fee basis and do not charge or participate in commissions or transaction based charges. Client's custody and maintain assets at third party firms of their choice. We have arrangements with Fidelity Investments and Charles Schwab. However, clients may also choose to custody their assets at others firms as well. Transaction costs for trades in the client accounts are paid directly to the broker or custodian.