Simpler
Solutions, by Design ®
Simpler
Solutions, by Design ®
mABC Investment Advisors provides discretionary and non-discretionary asset management services to Clients. Such services may include a risk tolerance assessment, asset allocation recommendations, and monitoring and periodic meetings with the Client upon request. mABC Investment Advisors may assist Clients in identifying categories of mutual funds, government securities, and money managers which are suitable based on a Client's profile including investment objectives and risk tolerance.
Where mABC Investment Advisors enters into discretionary agreements and subject to any written guidelines which the Client may provide, mABC Investment Advisors will be granted discretion and authority to manage the account. Accordingly, mABC Investment Advisors is authorized to perform various functions, at the Client's expense, without further approval from the Client. Such functions include the determination of securities to be purchased/sold, the amount of securities to be purchased/sold, the broker dealer to be used, and the commission rates to be paid. Once the portfolio is constructed, mABC Investment Advisors provides periodic rebalancing of the portfolio as changes in market conditions and Client circumstances may require. Where mABC Investment Advisors enters into non-discretionary arrangements with Clients, mABCIA will recommend to the Client securities to be purchased/sold, and at the Client's request may assist with the trades.