A Money Manager is an individual  responsible for managing the securities portfolio of an individual or institutional investor. A money manager receives commissions in exchange for choosing and monitoring the portfolio of the client. WSB's online trading software is designed to facilitate trading and managing multiple accounts from a single login window.  Money Managers can trade each sub-account separately, or pre-configure the number of lots that each account will be allocated from a block trade. On the other hand, the back office is fully automated for each sub-account and can be viewed individually online by each of the Money Manager's clients. 

The individuals involved in money management must have a high level of educational and professional credentials and appropriate investment experience to qualify for this position. Investors look for long-term, consistent performance with a money manager whose tenure with the money management matches its performance time period. The whole point of investing with a Money Manager is to leave the investment management function to the professionals. Therefore, the quality of the Money Manager is one of the key factors to consider when analyzing the investment quality of any particular fund. 

If you are interested in being a Money Manager for WSB, please complete and submit the below form.  This will allow us to reply to you promptly with relevant information, and to get your relationship with WSB started as quickly as possible.
 

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