Professional, personalized portfolio management
You and your Investment Executive choose a leading money manager who helps you invest your assets toward a specific objective. You maintain personal ownership of individual securities while enjoying the benefits of professional portfolio management.

Predictable costs
Resource II is a fee-based service, with a fixed fee assessed on a quarterly basis, calculated as a percentage of the asset value of the portfolio.

Low minimum
Clients can open a Resource II account with as little as $100,000.

For more information on this product, please email us at Info@youngstovall.com or call us toll free at 1.866.365.7409.