Investment Advice

MYRA provides INVEST services on a discretionary basis -- i.e., MYRA will trade on your behalf for INVEST accounts held at Schwab.

MYRA does not provide INVEST services on a non-discretionary basis -- i.e., MYRA will not trade on your behalf for accounts held elsewhere.

If you need to maintain your non-discretionary accounts elsewhere, we have a solution!  

If you are a CONSULT client, your MYRA Advisor can provide recommendations for your investment allocation with the funds offered at the other firm and we'll help you manually rebalance on a periodic basis.