Investment Management Firms

 

The Investment Management Firms(s) described below are offered through the advisory firm Personal Benefit Services Wealth Management serving as the individual advisor for each client with accounts invested through the Platform (the "Client").  In order to participate in the Platform, the Client and Personal Benefit Services Wealth Management will enter into a Client Services Agreement that outlines the services to be performed by Personal Benefit Services Wealth Management.

Duties of the Investment Management Firms