Our private clients maintain a separate account in which he or she owns all securities directly. With direct ownership, you have complete transparency and may view all of your positions. The assets belong directly to you and you may direct us to sell them any time you desire. Lastly, owning securities in a separately managed account enables a very low expense ratio with expenses limited to the trading fees charged by the custodian.
We have a fiduciary duty to act in the best interest of our clients.