Select Portfolio Management, Inc

Description

We provide access to information about you to outside companies and other third parties in certain limited circumstances, including: • to help us process transactions for your account; • when we use another company to provide services for us, such as printing or mailing account statements; • when we believe that disclosure is required or permitted under law.

Wealth Management is more than just investments. It encompasses a broad range of services and uses a comprehensive, integrated approach in order to accumulate and grow assets, while preserving, protecting, utilizing and (potentially) transitioning them in a tax efficient manner to future generations and charitable causes. Many firms today are advertising a "Wealth Management" service, however for affluent families and business owners, Wealth Management requires a high level of sophistication and complexity that most firms are simply unequipped to provide.

- to provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.

Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

- to perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.

Products & services

Similar companies nearby