Three Capital Management advisors work with your custodian and use
discretion when managing your account. Providing you the comprehensive
portfolio management service based upon the investment guidelines,
without bothering you for transaction-by-transaction approval.
On your behalf, Three Capital Management (TCM) Advisors manage your
securities using our managed account program, with discretion--buying
or selling securities in your portfolio. Following the investment
strategy laid out in the pre-investment planning meeting(s), and with
discretion (client advisory agreement), our advisors can implement
and manage your investment holdings based on your needs.
We combine your goals with market research to create an investment
strategy specific to you and regularly monitor your portfolio.
TCM
coordinates with independent online brokerages that provide the following
services.
• Take receipt of your funds and hold the
securities in your account.
• Make available brokerage statements to
you--for your review and for tax
preparation purposes.*
Online
account access.
• View
your managed account
• Analyze account activity
• Monitor
your investment holdings
• Access your account statements
Implement
your investment plan.
Once you have opened and funded your brokerage account, TCM Investment
Advisors will implement and manage your investment holdings for you.
It is as easy as 1-2-3
1. Complete the application.
2. Fund your account.
3. Three Capital Management advisors implement your investment plan.
Please
Note:
* Consult with a tax professional about your specific tax situation.
Past performance
is no guarantee of future results.
Your Money.
Your Account.
Our Advice.