With our S&S Advisor Program, you’ll work side by side with your Financial Advisor to identify your long-term goals and objectives. Your Financial Advisor will assist you in working towards your goals by providing objective advice & guidance specific to your investment needs and risk tolerance.

Plus, you will maintain final discretion and control over the investments recommended for your portfolio and still enjoy the many benefits of private asset management.

In an S&S Advisor account, your Financial Advisor will:

• Work closely with you to help define your investment goals
• Recommend a targeted asset allocation and specific investments based on your investment objectives, risk profile and time horizon
• Offer ongoing investment advice
• Provide ongoing portfolio reviews to address potential changes to your investments and asset allocation so they may be aligned with your goals and risk tolerance

The S&S Advisor account is a non-discretionary, advisory account with a minimum account size of $25,000. Rather than paying commissions or sales charges on each individual transaction, you will pay an annual asset-based (billed quarterly).

Before considering an S&S Advisor account, you should take into consideration anticipated trade levels, account assets and advisory services provided to help determine if a fee-based account program best fits your needs. Buy and hold investment strategies may be better suited in a traditional commission-per-trade account. A Scott & Stringfellow Financial Advisor can assist you in determining which program might best suit your investment strategy.

To learn more about our S&S Advisor Program and how it may differ from your current investment strategies, please contact your local Scott & Stringfellow office today.

Investment Advisory Services are offered through Scott & Stringfellow, LLC, a Registered Investment Advisor. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.