• Assistance in defining your specific investment objectives. Our state-of-the-art planning tools will help you create an investment plan that allows us to focus on your specific goals and objectives.
• Personalized service at the highest level. Your financial advisor will tailor and manage your account based on the strategy you develop as a team, and is always available to you.
• Access to Scott & Stringfellow’s quality research. Leave complex buy and sell decision-making in the hands of investment professionals.
• Quarterly performance reviews. Monitor your portfolio return versus your stated investment goals and objectives.

Only a small number of our financial advisors have met our rigorous selection requirements to participate in PMP. This select group of financial advisors must:

• Demonstrate the highest level of professionalism over many years
• Be selected by senior management
• Successfully pass the Uniform Investment Adviser Law Examination
• Successfully complete a demanding portfolio management training course or have comparable experience.