things to know
Portfolio Management and investment advice is provided through NOW’s portfolio manager referral program. NOW has developed relationships with Portfolio Managers such as BCV Asset Management and Harness Investment Management. NOW refers clients to these Portfolio Managers for a referral fee which is included in the fees described in the fee section of this website and there is no extra cost over and above the fees disclosed to each client. NOW is not registered or licensed to provide investment advice or portfolio management services and its services are in relation to its financial and wealth planning provided to its clients.
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