Discretionary Advisory
Through the authority provided by the client, NTV continually determines the proper asset allocation, security selection, and portfolio structure.
Portfolio Management
NTV monitors the various market activities, monetary policies, interest rate fluctuations, and issuer financial changes that may affect client portfolios.
Client Driven Communication
NTV provides clients with detailed information about their portfolio through email, phone, and in-person meetings. Our goal is to remain accessible to our clients to meet each individual’s financial needs.
Client Driven Resource Partnership
Charles Schwab is known as a leader in the financial industry and a trusted resource for Registered Investment Advisories. NTV acts as a conduit for the client, partnering with Charles Schwab as custodian to accommodate client portfolio servicing needs.
guarantees safekeeping of all assets and accommodates money transfers and receipts
prepares a comprehensive monthly statement detailing all transactions, cost basis, changes in account value, and asset summaries for client review
provides trust accounting and back-office support via Personal Trust Reporting Services (PTRS), including principal and income trust reporting and recording for trustees
maintains secure internet access for all client accounts
offers commission-free trade executions
provides an insurance wrapper for the total value of the assets in addition to the standard SIPC coverage