This important distinction provides the following benefits to our clients:
Transparent Accounting – Clients receive management and investment commentary from RELiANCE Investing. Additionally, the custodian provides clients with account statements, trade confirmations, and online access. This method of reporting from two independent sources provides transparency, redundancy, and independent verification.
Conflict-Free Advice – Our remuneration to act as an investment manager is limited solely to our fully negotiable management fee with you. We do not receive brokerage commissions from trading, nor do we receive compensation (i.e., 12b-1 fees) from any of the investments we select. This allows us to remain objective in our investment decisions and free from conflicts of interest. In the rare case that an investment sponsor provides RELiANCE Investing a reimbursement or soft dollars this form of remuneration will be well documented and communicated to you.