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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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| © 2010 All rights reserved. |
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| * Advisory services offered through C-PAS, an SEC Registered Investment Advisor. This communication is strictly intended for individuals residing in the states where CPAS has advisors that conduct advisory business. No offers may be made or accepted from any resident outside the specific states referenced. |
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