Money Management

At Ensemble Financial, Inc. we utilize discretionary investment management.

This is a form of investment management in which buy and sell decisions are made by a portfolio manager or investment counselor for the client's account.

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About Money Management

The term "discretionary" refers to the fact that investment decisions are made at the portfolio manager's discretion. This means that the client must have the utmost trust in the investment manager's capabilities. Discretionary investment management can only be offered by individuals who have extensive experience in the investment industry and advanced educational credentials. Discretionary investment management is generally only offered to high net worth clients who have a significant level of investable assets.

460 Park Ave, 21st Floor, New York, NY 10022

Ph. (212) 489-1800

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