|
|
|
|
|
|
- Registered Investment Advisor. We manage investment portfolios for people who value a relationship with a professional advisor.
- Independent. We invest across the markets and are not limited to a single company's products.
- Single Fee. We're compensated to advise, not to trade. For us, commissions are an expense, not a source of revenue.
|
- Discretionary Portfolio Management. We take action for you when market opportunities occur.
- Limited Power of Attorney Relationship. Account registration remains in your name. You maintain ownership of all securities and ultimate control.
- Multiple Accounts Structure. By using taxable and tax-advantaged accounts, such as brokerage accounts and IRAs, we have the potential for more efficiency with less tax consequences.
|
|
|
|
|
Copyright 2005 Shamrock Equity Advisors, Inc.. All rights reserved. |
|
