For Our Clients

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.