Investment Management Accounts
- Summary
Our Investment Management Account is an excellent way to prepare for your future. We can act as your agent for investments while you maintain liquid access to your funds.
Our Investment Management Account (sometimes called an "Agency Account") is designed to allow you the opportunity to invest for your future and grow your assets. You can invest in a broad range of products, including, stocks, bonds and mutual funds. We act as your agent to invest your money where you want it to go. The fees for our services are based on asset value, not on the number of times you change your investment.












