CHOICE Advisor is a flexible, low-cost advisor-directed account which allows virtually unlimited flexibility to independently select the appropriate mix of investments. Approved investment strategies include:

• No-load Mutual Funds
• Stocks
• Exchange Traded Funds
• Bonds
• Alternative Investments
• Options

Client accounts are opened through one of our approved clearing firms. When choosing the fee structure the advisor has several flexible options. CHOICE Advisor accounts have the following features:

We currently have clearing agreements with National Financial Services, Pershing, TD Ameritrade and Fidelity Clearing and Custody Solutions (formerly known as IWS).