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Wealth Management FAQsFrank McClung2019-04-03T12:23:41-04:00

Questions & Answers

Surrounding Wealth Management

Click on the questions below to see the answers. If you have any further questions, simply contact us.

All FAQs

  • Are You a Broker? What is a Broker?
  • Can I Have Internet Access to My Portfolio Holdings?
  • Can You Custody Nondiscretionary Accounts?
  • Do You Custody the Assets?
  • For What Types of Entities Do You Manage Money?
  • How Do I Know My Personal Information is Secure?
  • How Do I know What Investments I Own?
  • How Have SS&A’s Discretionary Managed Portfolios Performed?
  • Is There a Required Minimum to Partner with SS&A?
  • What Do the Initials CFA Stand For?
  • What do the initials CFP® stand for?
  • What Do You Mean that You “Form Relationships with Your Clients”?
  • What Does Discretionary Management Mean?
  • What is a Separately Managed Account?
  • What is the Best Wealth Management Firm?
  • What is Your Relationship with Your Custodians?
  • What is Your Wealth Management Firm's Fee Structure?
  • What to Look for in a Wealth Management Firm?
  • Who Owns SS&A?
  • Why Was SS&A Formed?

Helpful Links

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How To Reach US

Toll free: 888-828-7118
Telephone: (336) 379-7556
Facsimile: (336) 379-8606

Our Home Office:
324 West Wendover Ave, Suite 301
Greensboro, NC 27408

Get directions to our home office.

How To Reach Us

Toll free: 888-828-7118
Telephone: (336) 379-7556
Facsimile: (336) 379-8606

Our Home Office:
324 West Wendover Ave, Suite 301
Greensboro, NC 27408

Get directions to our home office.

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  • Documents and Literature
  • Frequently Asked Questions
  • Get In Touch With Us
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Get wealth management advice that’s independent, highly personalized and tailored to your needs. To request a complimentary consultation, contact us!

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