- Advisor Discretionary Accounts
- Non Discretionary Accounts
- Separately Managed Accounts
- Mutual Fund Accounts
Non Discretionary Accounts
In Non-Discretionary accounts, clients will ultimately make the decision of what to buy, sell or hold in the account. Your EKR advisor is there to provide professional investment advice based on objective research as well as profiling asset allocation, ongoing monitoring and rebalancing. Lower minimum account sizes make these accounts a great option for most investors.
Custom Choice
(Mutual Funds)
Asset Advisor
(Wide Range of Eligible Investments)