Place Trade Financial offers a Wealth Management Program for clients with minimum account equity of $500,000. This program appeals to those investors who are in need of full-time professional investment management or prefer to have access to an experienced financial professional who has your best interests in mind. You have the freedom to consult with your financial consultant for personal advice and guidance or you may chose to rely solely on your own judgment.
No matter what style your prefer, we look forward to building a long-term personal relationship 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 to assist you in reaching your goals.