Discretionary Managed Accounts
Through a strategic partnership with PI Financial's internal Portfolio Management Team, Michael is able to offer a Discretionary Managed Account Program to clients. This program gives you freedom from the day to day investment decisions and phone calls required for every trade execution.
This service is ideal for you if you want these benefits:
Free up your time – eliminate the time you spend self-managing your investments and focus on enjoying life
Tax deductible advisory fee – fees can be tax deductible, reducing income taxes you pay
Investments managed by professionals – see measurable results by having true professional manage your investments
To maintain an exceptional level of service that all our clients expect and deserve, there is a minimum account size for accepting new discretionary managed accounts. The minimum for an account is $100,000 of investable assets.