Your money, your call
If you wish to assume a more active role in managing your portfolio, you can opt for our advisory portfolio service. In this case, TM Marlowe Group will not execute any trading actions on your behalf without your express authorization. Normally, we will require some form of written permission (e.g., email or text message) in order to avoid any future misunderstanding.
The advisory portfolio service does not, in any way, restrict which markets or asset classes are available to you and you still have full access to investment advice from our professional advisors.
Control when you want it
TM Marlowe Group’s advisory portfolio service is ideal for clients with prior investment experience and those who wish to have more hands-on control over their portfolios. While we may recommend against a particular course of action, in the end the decision is yours.
If you choose this option, please be aware that we may need to contact you from time to time during business hours. During times of high market volatility or when an exceptional opportunity presents itself, time is of the essence in executing trades as quickly as possible.