Discretionary management typically means that your advisor is authorized to act on your behalf regarding the execution of your wealth management mandate. Your advisor has the authority to make decisions regarding your investments, financial planning and wealth planning without receiving your explicit permission. Often in these types of relationships, clients become passive participants and lose touch with the day-to-day management of their wealth.
We believe clients should be active participants, always engaged and constantly learning. We operatesa a non-discretionary model to our clients because we want to help not only to manage their wealth, but to provide them with the knowledge they need to make critical decisions – now and in the future.
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