To better serve our valued clients, Premier Wealth Advisors has entered into a Co-Advisor agreement with an unaffiliated money manager, Matson Money. On a case-by-case basis, we may recommend on a nondiscretionary basis that you open an account in an advisory program offered by Matson Money. We are not employed by or licensed with Matson Money. Matson Money takes responsibility for investment management, portfolio design, best execution, portfolio reporting, trading, trade error resolution, and custodian reconciliations.
Initially, we take responsibility for working with you to complete a questionnaire to establish your risk profile, investment horizon, financial circumstances and investment objectives and to determine whether you wish to impose any reasonable restriction on the investment of your assets. It is our responsibility to determine whether Matson Money is suitable for your account based on our understanding of your investment goals and objectives.
If your account is accepted by Matson Money, the information we obtain from you is used to allocate your account to the Matson Money family of no-load mutual funds based on Matson Money’s proprietary asset allocation models. We also provide you with ongoing monitoring services by, among other things, reviewing new account data and your monthly account statements.
As part of our ongoing nondiscretionary advisory relationship with you, we will contact you regularly to determine whether anything has changed in your financial circumstances or investment objectives that might affect the manner in which Matson Money is managing your account. If you choose to go forward with these services, you will enter into a written Investment Management Agreement with Matson Money and Premier Wealth Advisors, Inc.