Private Client services


Investors Choice offers an array of financial services to suit your personal needs. Wealth management services include the development of an investment policy statement, investment manager search, evaluation, selection and monitoring. We also offer customized retirement and wealth management analysis.

Investors Choice will assist you in the design and management of your self-directed taxable and registered investment program. We can also assist you in selecting custodians and / or discount brokers to hold your investments and execute your trading instructions.