We may recommend that you use the services of a third-party asset manager (”TPAM”) or Investment Management Company to manage your investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific TPAM or investment program. When determining our recommendation, the client’s best interest will be the main determining factor. Other factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: fund performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives.

We may recommend your assets be held by one of the premier custodians. We have formed relationships with several primary custodians and our recommendation will be determined upon review of each individuals specific needs.