As an investment advisor, Ray Saleeby has the experience and authority to manage money on a discretionary basis (meaning he can buy and sell selected securities without calling clients for each transaction) or on a non-discretionary basis. He can offer a management fee or commission-only fee structure. We would be glad to discuss which option best fits your needs.
An account statement is issued each month in which activity occurs. Confirmations are issued each time a purchase or sale occurs in the account or each time money is sent out of a client's account. In cases where a client owns an annuity, insurance policy, limited partnership, mutual fund or other product, statements and confirmations may periodically be sent directly from the originator.
We require a minimum portfolio investment of $250,000. Limited exceptions can be made at the discretion of Ray Saleeby. This limit is subject to change at any time.