"Joey"
“Why can’t you just invest for us?”
"Can I just pass you the funds, and you just do it for me and report to me every now and then?"
And what I'll say is, "HOLD ON, HOLD ON, HOLD ON..."
"No, no, no...."
"Sorry, I can't do that..."
"I am not licensed to do that. I can't manage funds on a discretionary basis."
"I can't just anyhow buy or sell stocks for you without you giving me a specific trade order."
Here's the thing, in the stock broking business, all I can do is share my top actionable ideas, provide advice and help clients make informed decisions.
But clients still had to decide whether to buy or sell, execute, monitor, and manage everything themselves.
In other words, it is still a Do-It-Yourself (DIY) kind of service...
Make sense?
But NOW, due to overwhelming demand and with my team getting all the necessary required licenses,
we have finally launched this brand new Managed Account Service where it allows you to automatically mirror our carefully curated stock portfolio...
— letting you profit from expert analysis and execution without the hassle.
Introducing to you the Diamond Edge Portfolio,