Who Takes Care of My Portfolio?

Answer:

Your KCG Investment Advisory Services Team is headed up by a senior wealth advisor/portfolio manager and may include a client relationship manager. While we often delegate paperwork to our staff members, we never delegate advice. Depending on your question, we can also involve your CPA, attorney, insurance specialist or other advisor, or draw on the expertise on professionals we know. We are committed to addressing your questions thoroughly and promptly with the right people.

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