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Successfully managing a substantial portfolio requires full-time attention. Most investors do not have the time or the ability to monitor markets with regularity, nor do they have the discipline to make changes as conditions warrant. Scott & Stringfellow offers a solution.
The Professional Management Program (PMP) helps you meet your investment goals by establishing a long-term relationship based on trust and mutual respect. Our Financial Advisors are skilled investment professionals who provide discretionary account management, which relieves you of the responsibility of making day-to-day investment decisions.
Our Professional Management Program (PMP) offers you:
- Assistance in defining your specific investment objectives
- Personalized service at the highest level; your Financial Advisor will tailor and manage your account based on your unique financial situation
- Private portfolio management, allowing you to leave complex buy and sell decision-making in the hands of investment professionals
- Ongoing performance monitoring
Only a small number of our Financial Advisors have met our rigorous selection requirements to participate in the PMP. This selected group of Financial Advisors must:
- Have demonstrated the highest level of professionalism over many years
- Be selected by Senior Management
- Successfully completed a demanding portfolio management training course or have comparable experience
To learn more about our Professional Management Program (PMP) 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.
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