After your personal investment adviser has had an opportunity to evaluate your present circumstances, future goals and risk tolerance, he or she will assemble a personal investment portfolio that matches your needs. At that point, you can choose which of our portfolio management strategies best suits your needs.
Our Discretionary Investment Management service is a comprehensive, all-inclusive solution that is designed to appeal to those investors who either don’t have the time to manage their own portfolio, or who would rather leave it to a professional portfolio manager.
If you opt for Discretionary Investment Management, your personal investment adviser will work closely with you to create an investment portfolio with an optimal mix of assets to achieve your objectives as efficiently as possible while exposing your capital to minimal risk.
Going into the future, your assets will continue to be diligently managed by your portfolio manager, who may buy or sell individual securities as necessary to rebalance your portfolio and ensure you stay on target to reach your goals. In order to take full advantage of market opportunities as they arise, your manager does this without seeking prior permission. Of course, you will always be kept fully-informed of buying and selling decisions made on your behalf.
For this type of management service, JC Fulton Alliance charges a flat fee based on the total value of your investments. We do not charge you any per-trade execution fees. Thus, we have no motivation to make trades beyond what we believe is necessary to optimize your portfolio.
For those investors who prefer to assume greater control over their portfolios, JC Fulton Alliance provides an execution service that can access markets worldwide, including those in emerging economies. This service is available to clients 24 hours a day, although trading orders placed on weekends are executed when markets open the following Monday.
We can execute your trades for most asset types, including stocks, bonds, commodities, real estate, ETFs and ETCs. For this service, we charge a very competitive fee per trade.