Execution Only Portfolios
When you prefer to make your own investment choices, our execution-only service allows you to keep complete control while we process the transactions you direct.
Is this service right for you?
This option fits clients who have investment experience, know the specific products they want, and do not require personal advice.
What the service includes
You choose your trades, and our team executes them strictly according to your directions.
- Place trades yourself or through your financial adviser.
- Monitor your transactions and portfolio balances.
- Receive statements and records of your activity.
- Speak with our team about how to place instructions.
Understanding your responsibility
Because we do not evaluate whether these products suit your personal situation, you bear full responsibility for your choices. Keep in mind that investment values go down as well as up, and you might recover less than your original outlay. Contact us for details on current markets, products, and dealing costs.