At Moat we work with clients to build customized investment portfolios based on their needs. All client accounts are managed on a discretionary basis in accordance with their investment policy statement. In addition to managing the portfolio, we work directly with client's accountants, lawyers and other professionals to ensure they are structured in the most efficient way possible.
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Join us at our next Webinar where we will hear from a seasoned options trader to learn about what he looks for in building a portfolio of stocks and options.
May 15th at 11:30am PST