Client Portfolios

Benjamin F. Edwards Client Portfolios is an advisory program where portfolio management services are provided on a non-discretionary basis. As such, you retain the final decision-making authority with respect to all transactions. To get things started you and your financial advisor work together to develop an appropriate investment strategy for your account. Once a course is set, your financial advisor monitors your account and makes recommendations as needed to ensure that it remains consistent with the strategy and goals you agreed upon.

In addition, Benjamin F. Edwards & Co. and your financial advisor will provide the following:

  • A recommended, customized asset allocation.
  • Recommendations by your financial advisor to invest, reinvest, sell or retain assets, if appropriate.
  • Ongoing monitoring of the account by your financial advisor.
  • Advice, provided by your financial advisor, on transactions proposed by you.