|
Grace Financial Group is a NASD & NFA registered Broker/Dealer
and clears through Goldman Sachs Execution & Clearing
L.P. The High Net Worth division’s goal is to provide
our clients the premium service they deserve at a cost structure
that works for that client. Clients require a minimum of
5 years trading experience with a minimum account size of
*$50,000.00. For meeting these higher standards active investors
don’t receive out of the box commission and margin
rates nor will they be sent to a call center for service.
We consider the needs of each investor and set pricing accordingly.
Our clients have the security of a large clearing firm and
maintain the personalized service delivered by a boutique
firm.
Premium Service:
Our goal is to create a holistic environment where the investment
needs of clients are exceeded by delivering personalized
service, innovative thinking and exceptional products. Customer
inquiries are not routed to a call center they are answered
by Grace Financial personnel who have the ability to respond
efficiently to customer needs.
On-Line Investing:
The firm offers both On-Line & Direct Access trading
platforms, via the web or a software download. We understand
that the “one size fits all methodology” does
not work for the active investor. We offer low margin rates
and competitive pricing. All of the platforms we offer allow
you to receive streaming quotes, charts and trade both equities
and options. We provide real-time news and research along
with the ability to trade mutual funds and bonds.
Portfolio Reviews:
We can offer our clients free portfolio reviews to help
determine if the self-directed investor is properly diversified
with their investment choices. We do not make recommendations
of specific investments only an unbiased view towards the
allocation of the existing choice/s.
Estate Planning:
The firm has relationships with experienced attorneys that
we can introduce to our clients. These professionals will
work with a client to help create an estate plan specific
to the client’s needs.
Introductions to Money Managers:
The High Net Worth Division will work with the client and
provide introductions to fee based money managers that have
investment styles that match the needs of our clients. We
maintain a network of advisors that we work with to ensure
the level of service our clients receive always maintains
the high standards we committed to delivering.
401K Plans:
Grace Financial has the ability to help improve existing
plans or assist clients in the development of a new plan.
We work with the client step by step to ensure the client
receives the attention needed to address their needs.
Contact Us:
Ronald J. Scios
Phone Number: 866-674-0324
E-mail: HNWInfo@gracefg.com
* The $50,000.00 account minimum is a benchmark,
Grace Financial reserves the right to increase this requirement
without notice at any time.
|
