Account Services

NTV Asset Management

NTV will continuously, with client authorization, determine the proper asset allocation, security selection, and portfolio structure.
NTV monitors the various market activities, monetary policy, interest rate changes, and issuer financial changes that may affect the portfolio.
NTV provides clients detailed information on their portfolio via e-mail or face-to-face meetings.
NTV will act as a conduit for the client with Schwab to accommodate their financial needs.

Provides safekeeping of all assets and accommodates money transfers and receipts.
Produces a comprehensive monthly statement which reveals all transactions, cost basis, change in account value, and asset summaries for client review.
Provides website account access for all client accounts.