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Individually Manager Accounts

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All investments are held by Charles Schwab, in client owned accounts. We use individual securities (Equity & Debt), Exchange Traded Funds (ETFs), Master Limited Partnerships (MLPs), accounts own the core investments. The client can access and understand what the own and why. CTMA provides the advice, investment management and execution on all trades. We deliver returns based on objectives and connect the results to the client’s expectation. Our model is designed to be cost effective which directly translates to better results.

All accounts are managed to optimize the investments used to meet the client’s objective. We select securities by combining the client’s objective with the lowest cost of ownership.  Clients own the actual securities and diversify with other assets and positions rather than use a product from a provider (e.g. Mutual Fund or in some cases ETFs). This creates an overall best value approach and to CTMA’s core value of Transparency!

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NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
​The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority.
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  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil