Durig Peev muab cov tub lag luam nrog cov kev paub tshwj xeeb, pob tshab fiduciary ntawm tus nqi qis heev. PebDogs and Aristocratic s(Discretionary Management) Our professional service enables access to a broad spectrum of bond, high yields, and lower price points that are often found in less efficient markets, but not evidenced in many income services.
Most of our client accounts are custodial in their own name at Charles Schwab, a large discount service provider that is SPIC insured, or at Interactive Brokers. We have now started offering our highly successful Dogs and Aristorcat service to clients of other Registered Investment Advisors through segregated accounts at Charles Schwab Please ask us to learn how this might work for you and your current Advisor.
Our main priority is to provide the best opportunities for our clients. Our reviews are first distributed to our clients, then published on our website and our free email newsletter, and lastly on the Internet and distributed to thousands of prospective clients and competitive firms. Bond selections may not be published if they have very limited availability or liquidity, or viewed as not being in the best interests of our clients.
Thov nco ntsoov tias txhua qhov txiaj ntsig thiab nqe tus nqi qhia tau pib los ntawm lub sijhawm ntawm peb kev tshawb fawb. Peb cov ntawv ceeb toom tsis yog ib qho uas xav yuav lossis muag kev nyab xeeb. Peb tsis yog cov tswv lag luam / tus muag khoom, thiab cov ntawv ceeb toom yog tsim rau faib rau peb cov neeg siv khoom. Raws li kev sib raug zoo ntawm peb lub koomhaum, peb nquag tau txais txiaj ntsig zoo / nqe kev ua haujlwm rau peb cov neeg siv ntau dua li qhov pib tau qhia hauv peb cov lus ceeb toom. Peb zoo siab tos txais kev nug los ntawm lwm tus kws pab tswv yim uas tseem tuaj yeem xav paub txog peb txoj haujlwm thiab cov kev tuaj yeem ua tiav cov txiaj ntsig siab dua rau cov neeg siv khoom lag luam.