Money Management

Money-Management Services

We can assist you in developing a portfolio that balances your personal or corporate needs for preservation of capital, growth, and current income. In addition to corporate cash management and traditional brokerage services, we offer four types of value-added fee-based money-management programs.

Pilot Plus* is a fee-based monitored brokerage account. Your Financial Consultant makes investment recommendations while you make the final decisions. You also receive a written performance report quarterly.
Atlas Focus^SM allows you and your Financial Consultant to choose an outside professional investment manager from more than 1,000 firms nationwide. Your Financial Consultant monitors the manager's performance with you four times a year.
Atlas^SM allows you to choose your own money manager with the assistance of your Financial Consultant.
FundAdvantage^SM is an innovative service that selects mutual funds from an extensive universe--including well-known no-loads. Through this service, your Financial Consultant will provide a portfolio suited to your investment objectives, along with performance monitoring and recommendations as needed. For a copy of FundSource terms and conditions, including advisory fees, please contact our office.

*Atlas Focus, and Atlas require $100,000 of investable assets. Pilot Plus requires a minimum of $50,000. FundAdvantage requires $35,000 of investable assets. FundAdvantage is a service mark of First Clearing Corporation. Funds are purchased through, First Clearing Corporation. The prospectus for a mutual fund contains complete information, including charges and expenses. Before investing or sending money, read the relevant prospectuses carefully.