Investment Management - Discretionary
In relation to the overall management of your accounts, we have initiated within our policies and procedures an annual client questionnaire. By answering these questions it will better assist us in regards to suitability of investments as well as identifying any necessary components to best service your accounts. Please take time to answer the questions in their entirety. If you have any questions please feel free to call our office.
Call us at 972-771-0650 to receive a questionaire.
 |
