Wealth Management
Over the past decade Place Trade’s client base has grown to extend from coast to coast and as far away as Australia. We believe that this growth is a testament to our exceptional client service as well as a disciplined investment philosophy. At Place Trade, you’ll find a dedicated team of professionals prepared to take care of you and powerful online trading technology.
We are not "asset gatherers,” interested only in bringing in new money. You will never find yourself investing in a cookie cutter money management program, nor will you be neglected once the ink is dry on your account application. Our advisors are not selling vineyards or private islands; we recognize that you have specific investment goals, and we will never treat you as a mere number.
Place Trade believes that clients should be able to invest the way they like and enjoy maximum flexibility regarding their investment options.
Place Trade offers a Wealth Management Program for clients with minimum account equity of $500,000. This program appeals to those investors who desire full-time professional investment management or simply prefer to have access to an experienced financial professional who has your best interests in mind.
Wealth Management clients still enjoy flexibility at Place Trade. Rather than holding accounts at various firms or online, our wealth management clients can handle all of their investment needs in one place.
Work closely with your financial consultant for personal advice, guidance and the level of professional management that you desire. When you prefer to rely your own judgment regarding investments, you will still have the option of trading online or through our voice broker system at any time.
No matter what investing style your prefer, we look forward to building a long-term personal relationship with you and helping you to achieve your investment goals. Our financial professionals will work hard to understand your personal situation, preferences and risk-tolerance while developing a diversified portfolio designed accordingly.
Check writing, debit cards and online bill-pay are also available to assist you with all of your cash management needs.
Call us today at 1-800-50--PLACE or 1-919-719-7200 to get started!
