For Our Clients

Private Portfolios

Benjamin F. Edwards Private Portfolios is an advisory program where portfolio management services are provided by our financial advisor on a discretionary basis, meaning that your financial advisor is not required to contact you before executing a transaction. Working together, you and your financial advisor will identify the appropriate investment objective for you.  Your advisor will then develop and implement an investment model for your account, which will be monitored by your financial advisor to ensure that it remains consistent with and appropriate for your goals and objectives over time.