Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Do financial consultants or customer representatives manage client accounts?

April 26, 2017accounts client Consultants customer financial manage Representatives

0

Posted

Do financial consultants or customer representatives manage client accounts?

1 Answer

0

Posted

No. We do not employ financial or customer reps. Every client account is managed by two senior portfolio managers who are members of our investment policy group and involved in formulating our investment decisions. This also ensures both our collaborative approach and availability.