Wealth Management

"I don't focus my attention on the daily averages, because I'm not an average investor."

“My proudest moments are when clients refer family members or friends - that validates the service I provide.”

Kamyar Kashfi
Senior VP – Investments
15 years industry experience

StockCross SELECT Unified-Manager Account
For Portfolios Starting at $150,0001

You Pick the Strategy; We Do the Rest

StockCross SELECT2 enables you to combine a wide variety of investment options into a single account. Once you select an investment strategy, your Investment Advisor Representative will handle the ongoing maintenance, balancing and adjusting.

While some investors prefer to have a traditional separately managed account, this option allows you to see your total investment performance in a single statement.

Program Advantages

  • A broader investment selection that is tailored to your risk preference, needs, and objectives
  • One brokerage account eliminates multiple statements
  • Systematic rebalancing to maintain the target asset allocation
  • Tax-loss harvesting, which can be coordinated across your entire portfolio
  • A single fee schedule based upon your investment selections

How It Works

Your StockCross SELECT Investment Advisor Representative will help you develop a custom long-term strategy that addresses your individual goals.

Step One: Identify Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.

Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to steadily reach your investment goals.

Step Three: Turn Your Plan into Action
With your strategy in place, your dedicated SELECT Investment Advisor Representative will work with the money managers whose expertise will meet your objectives.

Step Four: Ongoing Portfolio Monitoring and Rebalancing
Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, your SELECT Investment Advisor Representative may rebalance the portfolio to bring allocations back within the desired range3.

1Some Multi-Manager Account Programs may have higher investment minimums.

2StockCross SELECT, powered by National Financial Services, utilizes constantly updated research tools and state-of-the-art transaction technology to provide customers with one of the industry’s most powerful asset management solutions

3After reviewing your needs with your investment advisor, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly reviewed and understood prior to investing.

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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.993.2015. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2018.