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The 申博菲律宾app Fundamentals Program is an open-end mutual fund and exchange traded fund advisory wrap program that allows you to turn over the day-to-day portfolio management decisions by giving trading authority to 申博菲律宾app ("discretionary"). 申慱sunbet手机版 Advisors work with you to determine the model or models best suited to your needs and provide ongoing monitoring to help ensure your investment objectives are met.
申博菲律宾app has developed and actively manages a number of model portfolios for clients who understand the value of professional money management. No matter your age or investment objective, 申博菲律宾app has a portfolio to suit your individual needs. We will help you select the portfolio that best meets your requirements for growth or income. Clients can choose between a more "active" investment approach, which uses mutual funds, and a more "passive" approach that uses exchange traded funds.
申博菲律宾app conducts thorough due diligence reviews, including one-on-one meetings with many mutual fund portfolio managers, as part of its comprehensive, multi-factor screening and selection process. Managers are selected for inclusion in Fundamentals discretionary accounts based on a variety of criteria, including manager tenure and risk-adjusted performance. No proprietary mutual funds are used in Fundamentals, promoting greater objectivity. 申博菲律宾app research is the building block on which discretionary accounts are managed.
Fundamentals clients pay an annual fee for all of 申博菲律宾app's services, including investment management, trading, custody, clearing, performance reporting, and ongoing advice from your 申慱sunbet手机版 Advisor.
申博菲律宾app is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.
The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.
This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. 申慱sunbet手机版 Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to 申博菲律宾app herein may apply to parent company 申慱sunbet手机版 Corp. or any of its wholly owned subsidiaries, including 申博菲律宾app, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.