Are you an investor looking for sophisticated, lower-cost investment options? We can help you.
Credential Securities OnPoint Fee-Based Accounts**
This fee-based solution will enrich your investment experience with unlimited advice from a Gulf & Fraser Credential Securities Investment Specialist, a predefined number of free trades annually and access to timely proprietary research—all with one transparent monthly, quarterly or annual fee. Investments available include F-Class mutual funds*, index funds*, exchange traded funds*, stocks* and bonds.*
A Credential Securities OnPoint Fee-Based Account** may be right for you if:
- You have a combined household minimum of $100,000 to invest.
- You need expert advice and long-term investment solutions.
- You want one comprehensive fee upfront, so you can focus on your portfolio and not on trade commissions.
Choose OnPoint Managed Portfolios*** for sophisticated, discretionary money management.
You have goals and ambitions in life—from running a business, to growing a family or enjoying retirement. As you progress towards achieving greater success, you may discover your financial situation becoming increasingly complex and demanding more of your time. If you’re looking for a sophisticated strategy to confidently navigate investment decisions, consider OnPoint Managed Portfolios.***
This fee-based discretionary solution elevates your financial future with a professionally guided approach. For a single annual fee, you’ll receive valuable advice from your seasoned investment advisor and fully diversified institutionally managed portfolios.
In addition, you benefit from a discretionary relationship, freeing you from the day-to-day details of managing your investments. Entrust the management of your wealth portfolio to the experts who’ll look after everything according to the investment parameters you’ve set.