FEE-BASED PORTFOLIO MANAGEMENT

One of the ways in which we assist our clients in the management of their investment assets is via fee-based investment management.  AllSquare Wealth Management has partnered with Pershing Advisor Solutions for the custodial needs of our clients’ fee-based accounts.  Through Pershing, we are able to utilize individual stocks, bonds, mutual funds, exchange-traded funds, and money market funds, and several other investment vehicles in order to develop suitable portfolios for our clients

FEE-BASED PORTFOLIO MANAGEMENT





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