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Frequently Asked Questions
- What are the investment minimums?
A) The minimum account size is $250,000. The minimum to invest in most
individual managers is $50,000.
- Can clients view their accounts online?
A) Yes, clients can view their accounts online.
- Are performance reports available?
A) Yes, performance reports are available.
- Can proposals be generated for clients?
A) Yes, proposals can be generated for clients.
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| © 2009 All rights reserved. |
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| * Advisory services offered through C-PAS, an SEC Registered Investment Advisor.
This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. |
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