Managed Money Programs
Fee-based managed accounts solutions have become increasingly popular to investors as the demand for managed accounts has grown. Through National Financial Services LLC, our clearing agent and a unit of Fidelity Investments, the largest mutual fund company in the U.S., and one of the world's largest providers of financial services, clients of Joseph Gunnar & Co., LLC are able to choose from a wide variety of fee-based money management solutions.With help from your Financial Consultant, clients can select specific professional money managers all in a fee-based environment. Once an appropriate profile has been structured based upon individual client financial needs, a suitable investment strategy is discussed with your Financial Consultant. The program also combines operations resources including quarterly performance reporting and consolidated account reporting. Clients can choose from several fee-based programs including:
• Mutual Fund Advisory
Find Out More
To learn more about Joseph Gunnar & Co., LLC, contact:
Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650
