We work with clients on a discretionary basis. This allows us to manage accounts according to your IPS, our research, and risk signals. Discretionary authority allows us to manage your assets without seeking permission on every trade. We prefer to work with discretionary authority so we can make timely changes in your portfolio without receiving your pre-approval for each transaction. If we have non-discretionary authority, you are responsible for making your trading decisions. We monitor your portfolio on an ongoing basis to respond to changes in your needs, objectives, or market developments.
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