StoneX International Advisors offers personalized discretionary investment management services to its clients. Clients are asked to provide StoneX International Advisors with certain information with respect to their current financial holdings, investment objectives, risk tolerance, liquidity needs, and time horizon.

The Firm will also inquire as to the restrictions the client wishes to impose on the management of the accounts. From the information that is supplied by the client, StoneX International Advisors constructs an allocation mix and investment strategy that it believes is suitable for that client.

In other words, clients delegate the management of their portfolios to us.