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Scott & Stringfellow is pleased to offer our CHOICE Asset Management portfolios, designed to help our clients better control and maximize the benefits of equity ownership.
Investors have different goals and risk profiles. While we cannot offer an equity portfolio suitable for all investors, we believe our four options can meet most investment objectives. These managed portfolios are offered by our CHOICE Asset Management group through the Scott & Stringfellow financial advisors as separately managed accounts. The minimum investment for each account is at least $100,000, and investment is available to both retail and institutional clients.
Two of four portfolios are also available as mutual funds that are sub-advised by CHOICE Asset Management and offered through Sterling Capital Funds. Clients looking to draw upon the management experience of this group without the minimum investment requirement or the benefits of separate account management should consider this alternative.
CHOICE Asset Management is a department within Scott & Stringfellow, LLC., a Registered Investment Advisor. For fees charged in connection with the CHOICE portfolios refer to the client agreement or Form ADV, 2A, Appendix 1 ("Brochure"), which is available through your financial advisor.
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