Agent & Directed Investment Management
An Agency Account or Directed Investment Management Account provides a way for individuals or groups of individuals, who have little time or investment expertise, to obtain professional management and record keeping services.
While the management of the account is handled by the Investment Agency, ownership remains with the individual. The level of authority and involvement is determined by the client. This gives the client the option of having a flexible account that leaves the decisions to the Investment Agency financial counselors. A variety of asset arrangements can be accommodated.
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