Discretionary Portfolio Management

 

Through Stifel's Solutions Program, Breton Bonnette, CFP®, CRPC®, manages assets on a risk-adjusted, discretionary basis using a pre-screened investment approach.  This enables him to quickly react to market conditions when implementing clients' investment strategies.  The result is customized investment management, with strategies tailored to their clients' specific needs and objectives.  He also has vast experience in analyzing and selecting other managers to help find and choose best-in-class additions. 

Brenton  in office

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Bonnette Wealth Management Group employs options strategies in an effort to help generate income, provide downside protection, and reduce overall portfolio volatility.  We invite you to learn more about these strategies by reading the following educational pieces.

  Covered Call Writing Brochure - SN70 Stifel Solutions Program Covered Call Strategy

For more information, please visit:

https://www.optionseducation.org/

https://markets.cboe.com/education

https://www.optionseducation.org/theoptionseducationcenter/occ-learning

 
 

The Solutions program requires a minimum investment, which varies by strategy, and has an annual asset-based fee, assessed quarterly, that covers costs, including trade execution, custody, and performance reporting.  There may be other costs associated with the Stifel Solutions Program, including but not limited to: exchange fees, transfer fees, interest expense, trade surcharges, and closing costs. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program is appropriate for your needs. Investing involves risk, including the possible loss of principal.

Option trading involves a number of inherent risks and is not suitable for everyone.  Investors considering options should consult with a tax advisor.  Supporting documentation for any strategies discussed will be supplied upon request.  Be sure to read the Option Clearing Corp.'s Option Disclosure Document (ODD) carefully before investing.  It can be accessed at http://www.theocc.com/about/publications/character-risks.jsp.  A copy can also be obtained by writing to Stifel at 501 North Broadway, St. Louis, Missouri 63102 or by calling (314) 342-2000.