Investment Advice
Tillerman Securities offers a suite of Investment Advisory & Management Services.
Services Include:
Investment Advisory
This approach permits clients access to investment advice and strategies while retaining full authority & control over each and every transaction in the account.Investment Analysis
This approach positions the client as the primary strategist for their portfolio; however analysis of any given strategy is available upon request. Clients enjoy on-demand access to professional, independent analysis to aid their decision making process.Investment Management (Discretionary)
Fully discretionary investment management is available to investors who are comfortable delegating authority to invest their portfolio to a professional manager who invests with full discretion. All activity is governed by an understanding of each client's terms, objectives, risk constraints & general guidelines.
All clients wishing to engage any of these investment management services will be required to complete both of the following forms:
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Investor Suitability Questionnaire (Download Now)
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Risk Disclosure Document (Download Now)
All Clients wishing to engage Discretionary Investment Management services will be required to complete the following agreement:
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Tillerman Investment Management Agreement (Download Now)
