Brokerage Services

Brokerage clients enjoy many of the benefits of investment advisory clients.  Ms. Binstok meets with the clients to ascertain their needs and risk tolerance.  Regular (annual or quarterly) personalized reports are prepared for the client that include an analysis of the client’s portfolio as well as recommendations, based on the market and client needs.  

Because brokerage service clients are not invoiced by The SEB Group, Inc., as are investment advisory clients, they may not be eligible for the same reduced rate buys on mutual funds, bonds, equities, and other securities.