Broker Check

InnerBanks Wealth Management - Greenville, NC


Our discretionary approach benefits clients who prefer to appoint an investment professional to manage the everyday investment decisions related to the management of their portfolio. Many of our clients do not have the time or the inclination to actively participate beyond the detailed formation of their investment policy guidelines. A discretionary role is best if you wish to leave the day-to-day management of your investments to a team of disciplined professionals who will implement and actively monitor your investment portfolio in line with your stated objectives.

Questions about our Discretionary Wealth Management solutions? Contact Us.