Dublin, OH
(614) 407-4746
mike@caligiurifinancial.com

Does the continuous partnership option include management of my investments?

Does the continuous partnership option include management of my investments?

Yes, the continuous partnership option includes management of your investments. You would have full access to your investment accounts (including online login credentials) via and online brokerage (e.g. Charles Schwab, Fidelity, Betterment), and your advisor would have the ability to manage the accounts on your behalf through.