Manage your account with one-to-one coaching

Custom accounts are for clients who already have holdings, mutual funds, and high-quality securities, and would like to participate in the management of their investments. Richard has extensive knowledge of individual securities and portfolio construction. This cost-effective strategy combines nicely with the risk portfolio of the Advisor Managed Account and the Investment Consulting Service. Receive expert insight on your investments from Richard and the team.

Other benefits of the custom account include

- Ability to manage your investments together with Richard, who has over 37 years of industry specific experience

- Learn how to construct your own portfolio

- Cost-effective fee structures

Download our "one-pager" fact sheet

To Lean More

Book an Appointment

Call: (519) 640-7740

   Next: Meet our team