A Pilot is looking for asset management on an online platform without a proactive advisory relationship. Services include:

  • Asset allocation and trade execution

  • Daily investment monitoring

  • Capital gain management and tax-loss harvesting

  • Performance Reporting

  • Investment research and due diligence

  • Member subscription to Offofthecharts.com for exclusive market and portfolio information

  • Online statements

  • Online account access

  • Operational support for accounts

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SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC