|
Copyright © Red Sea Investments, Inc. All rights reserved. |
|
Client Account Management Services
Individual Accounts
Corporate Accounts
Account Minimum: $100,000
To establish a CAMS account with us, please contact us. We are available for client consultation. We will develop an investment profile based on requirements/time horizons, goals/objectives, risks tolerance/reward expectations during the initial consultation. We will review and update the investment profile periodically and/or as requested. Our Client Account Management Services will be based on the investment profile developed, depending on each client's unique individual requirements and circumstances.
We will send you our Investment Advisor Agreement, which establishes the account objectives, rights, and responsibilities of both parties, and can be canceled by you at any time. This agreement gives us Limited Trading Authorization over your account, authorizing us to make investment decisions on your behalf but not to remove any assets or cash from your account. A monthly statement providing a record of all activities in the client's account will be sent by the clearing broker and custodian who holds the client's assets and provides execution services for the accounts. |
