Private Wealth Clients
Private Clients can either choose self directed accounts and have access – either electronically through Dino Trader or by phone – to global stock, fixed-income, futures, commodities and foreign exchange markets. Or they can have managed accounts by our in house staff or we will help you select a manager that is well suited to your needs and circumstances. Dinosaur's objective is to gain and maintain our clients’ trust and friendship through postive and intelligent performance and service. There are no automated answering services to call. Private advisors, who offer investment advice and other services, are available through our strategic partners. Our strategists and advisors are experienced market professionals who have many years experience working at major international investment banks such as UBS, JP Morgan,Dresdner, Cantor Fitzgerald, CDC, Societe Generale, Nomura and Smith Barney.
Among the benefits Private Clients receive are:
- Monthly activity statements, but account activity can be checked anytime online
- Comprehensive cash management services in a sweep account earning competitive money market rates
- A multiplicity of money market investment options
- Direct and automatic deposits
- Unlimited check writing
- Visa Platinum check card with worldwide cash access
- ATM access
- Automatic bill payment services
