Account Managers are trained in our method of stock analysis and are charged with
gaining a full understanding of your individual style, needs, and preferences as
quickly as possible. As your key contact, they ensure the smooth delivery of services
and act as a liaison with our research team, when specific questions or issues arise.
Their mandate is to help you accomplish your investment goals.
To deliver this high-touch level of professional service, our U.S based Account
Managers all possess Series 66 or 65 licenses and operate in offices located nearest
their clients. Our U.K. based Account Managers are CF30 approved and are authorised
and regulated by the FSA.