Limited Discretionary-Management
Limited Discretionary-Management
Advisory Services & Portfolio Management
Intercam Advisors also offers limited discretionary advisory services tailored to its clients.
As with the discretionary accounts, clients are asked to provide the firm with information regarding their financial profile and any restrictions the client wishes to impose on the management of the accounts.
As with the discretionary accounts, clients are asked to provide the firm with information regarding their financial profile and any restrictions the client wishes to impose on the management of the accounts.
Limited Discretionary Management
For limited discretionary accounts, Intercam Advisors will recommend an investment strategy, allocation mix, or changes to the client's existing portfolio that the firm believes is suitable for that client.
Limited Discretionary Management
The client approves or disapproves each recommendation made by the firm. Upon approval of any recommendation, the firm will arrange for effecting the securities transaction(s) recommended.
