Discretionary Accounts Explained

Often clients want a financial institution to manage their investments with them, but the client doesn’t want to have to worry about making day to day investment decisions.  Majestic Financial has Discretionary accounts where the advisors learn what the client’s goals, risk tolerance and time horizons are and invest appropriately.  While the advisors will still be in contact with the clients, the client doesn’t have to give the approval for every trade made in the account.  This is a win-win situation because the advisors can place trades when it is most beneficial to the client without having to worry about getting approval in time, while the clients can have peace of mind knowing that they’re staying up to date with the changing market without having to be by their phone all the time.  All Majestic Financial advisors contribute to discretionary decisions, but Leon Bennett is the primary Discretionary Portfolio Models Manager. 

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