My Portfolio Guide works in conjunction with your existing attorneys, accountants and other professional advisors, or guides you on important points to consider as a self-directed investor. During the Discovery phase of our Investment Process, we carefully review who the key players are in your overall financial picture. By understanding where and how you are served we can further manage risk and add value to your other relationships.
“The right hand should always know what the left is doing…”
One of the most critical alliances we have is through our relationship with TD Ameritrade Institutional. We have selected TD Ameritrade as our preferred custodian and brokerage firm as they offer the best overall value in the industry.
My Portfolio Guide is supported by the TD Ameritrade Institutional platform offering world class:
- Security: TD Ameritrade has made substantial investments in leading-edge security software, systems and procedures, and is constantly reviewing, refining, and upgrading its infrastructure. As one of the largest brokerage firms in North America, they are members of the Securities Investor Protection Corporation (SIPC). More information is available at www.sipc.org.
- Cutting Edge Technology: TD Ameritrade provides a state-of-the-art and proprietary technology platform that streamlines our entire trading and account management process. This enables us to improve efficiencies and better manage your investments including the ability to execute trades, monitor holdings, and access a wealth of research information.
- Best Value: Along with being one of the premier and most reputable discount brokerage firms in North America, TD Ameritrade is an industry leader in best execution. My Portfolio Guide is able to leverage the best available pricing and trade execution available which leaves you with more money to work with. TD Ameritrade consistently beats the industry average in percent of shares in market and limit orders receiving price improvement.
- Seamless Customer Service: My Portfolio Guide is supported by a dedicated Institutional Service Team. Our back office handles all account statements, transfers, tax and portfolio reporting for each client. We leverage the advantage of average price block executions when necessary and the expertise/inventory of over 400 bond dealers through our Institutional Fixed Income Trading Desk.
My Portfolio Guide also gives clients an entrée to the Managed Assets Program (MAP) with access to over 200 of the top third-party institutional money managers typically available only to the nation’s wealthiest individuals and institutions. All of this world class service is delivered through your sole point of contact. Thus, as a client of ours we promise that you will never be on hold or forced to dial multiple 800 numbers explaining what you need to someone’s assistant.
