Brokerage and management sevices
The full-service brokerage service is the ultimate gateway to the world of securities.
Our experts will plan your finances and build you a balanced portfolio of stocks and bonds that dovetails with your overall investment strategy.
Our prestige M3 service lets you take advantage of the expertise of the best investment management teams. With a minimum of $150,000 in assets, you can benefit from the same resources as the biggest institutional investors in the world. A real fantasy!
These experts will build you an investment portfolio that meets your immediate financial needs according to three levels of diversification:
- investment managers
- asset classes
- management styles
For independent investors who know the ins and outs of investing, who don't need advice, who enjoy managing their assets, and who relish the sense of accomplishment and control.
Whether by telephone or online, we are always ready!
Other types of investments