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Fee-Based Investment Management
Parker/Hunter Asset Management
SELECT
Investment Advisors is an individually managed, long-term
investment program that is personalized to meet your specific financial
goals and objectives. With SELECT,
you are not charged brokerage commissions, regardless of the number of
transactions. Instead, you will be charged a quarterly fee, based
on the level of assets you have placed under management. This quarterly
fee includes:
- ongoing service by your Parker/Hunter Financial Consultant
- professional investment management provided by your SELECT
Manager(s)
- ongoig investment management due diligence and oversight performed
by Parker/Hunter
- custody and commissions on transactions
- confirmations on trading activity
- monthly Parker/Hunter brokerage statements
- quarterly portfolio appraisals and performanc reporting
SELECT
Investment Advisors is suitable for individuals who do
not have the time or inclination to be responsible for each investment
decision. Rather, these individuals seek the expertise of a professional
whose full-time effort is directed toward the selection of appropriate
investments for their portfolios.
Institutions and corporations,
including retirement plans, foundations and eleemosynary organizations,
may also benefit from this service. The SELECT
Investment Advisors program can help fiduciaries fulfill
important obligations to manage the assets under their care prudently.
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