Broker-assisted execution or personal broker serves aim to control customer’s portfolio, to inform and advise promptly about financial world events or price changes for the financial instruments that are of interest to the customer as well as handling complex care orders into marketplace (on or off exchange).
Renesource Capital provides both traditional voice and electronic execution services that are specifically designed to meet unique needs of our Clients.
Broker – assisted services include:
- Trading recommendations and up-to-the-minute investment & trade ideas;
- Individual advisory and most recent news events, rumors on the financial and capital markets.
Broker- assisted services are designed to improve efficiency and success of customers’ activities on financial markets. They are designed for customers who do not have enough time or financial experience to keep close tabs on the market; or for those who wish to receive more information, value-added services and finest quality for the implementation of their own trading ideas.
Broker-assisted execution differs from classic electronic brokerage services and asset management services as it provides a customer full control over their financial instrument account.
Broker-assisted services expand opportunities of brokerage services and allow customers to use principles of asset and wealth management, while retaining a full control over their assets and portfolio.