OUR SERVICES

Bokeh Strategic Services combined with the following turnkey back-office infrastructure services

• Equity, Bond, Options, ETF, Mutual Fund Trading
• Daily Trade Reconciliation
• Quarterly and Periodic Report Generation
• Tax loss sales, minimizing tax obligations

You can focus on:

• Differentiating yourself from your competition
• Maintaining and growing your independent practice
• Managing and growing your client relationships
• Your core competencies

• Bokeh Sub-Advising services that are provided as a “Private Label” offering for your clients. 
• Our expertise, your investment solution!

Initial, periodic and/or ongoing market and investment analysis to assist you in developing and supporting your ongoing investment strategy.

• Portfolio Review – In-depth, independent analysis/review of a clients investment goals and their alignment with current/future portfolio composition.
• Investment Recommendations – Fact-based opinion of client investment goals and the directives to achieve those goals.
• Market Commentary – Overview and/or deep dive into past, current, and future market conditions, including fact-based supporting analysis.

At your discretion, this may also include the selection and timing of your stock purchases and sales.