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Investment Advisory and Broker-Dealer Services

The majority of our private clients retain us under investment advisory agreements to manage their portfolios on a discretionary basis, for which we receive a fee based on account assets. Many of these clients have their accounts held in custody at Ingalls & Snyder, and use our firm as their designated broker. We also have electronic connections enabling us to manage client accounts held at a wide range of other custodians, including Charles Schwab.

While most of our clients invest through separate accounts, Ingalls & Snyder also serves as investment advisor to several private investment funds.