We work with any of the following account types:

 

IRA’s (SEP, SIMPLE, Keogh, Roth)

401k’s

Individual

Joint

Savings

Trusts

Family Offices

Uniform Gift to Minors Act (UMGA)

Uniform Transfer to Minors Act (UTMA)

 

Maredin can work with most major platforms.  However, we prefer to utilize the Interactive Brokers ("IB") platform for our clients, for a number of reasons, as Custodians/Brokers.

 

Through our relationship with Interactive Brokers, we can set up new accounts, or work with an account already established at Interactive Brokers.  We can also assist with rollovers or the transfer of an account at another firm (Schwab, Merrill Lynch, UBS, JP Morgan, to name a few) to Maredin.  

 

If clients have multiple accounts, they can be managed independently or similarly.  It all depends on what the overall goals are.  If your account type is not listed above, send us an email or give us call and we will discuss what we can and can't provide.