Selection of Third Party Managers

Winston·Mazuelos & Co. may recommend that all or portion of your investment portfolio be implemented by selecting one or more unaffiliated Third Party Managers; or, use the portfolio management resources of another investment advisor to manage your portfolio.

Under these arrangements, we are not involved in the day-to-day management of your portfolio assets. Our responsibility will be to continuously evaluate the performance of your portfolio to ensure the Portfolio Manager adheres to your investment parameters and to make recommendations regarding the Portfolio Manager as market factors and your personal goals dictate.

Have a Question

Thank you!