FAQ

- General Brokerage Accounts
- UTMA/UGMA accounts
- 529 Plans
- Health Savings Account
- 401k Plans
- Estate Accounts
- Business Brokerage Accounts
- Discretionary Investment Advisory Accounts

Retirement accounts
- Traditional IRA
- Roth IRA
- SEP

We are long-term oriented and discourage frequent trading and invest accordingly. Market circumstances, or a change in your personal circumstances, may require an adjustment in strategy.

Our clearing firm, Hilltop Securities, will send confirmations on transactions as they occur, account statements on a monthly or quarterly basis and we can provide other customized reports at your request.

We are client focused and devoted to forming long-term relationships with our clients. We take our role seriously and are committed to serving the best interest of our clients at all times.

We monitor, research, and provide analysis to develop effective investment strategies and monitor these investments regularly to help attain expected performance. Investments are determined in part by your overall financial goals.

All aspects of your financial picture that you are concerned with matter to us.

Absolutely. This is an important part of your overall financial picture. We will review those holdings and advise you accordingly so that every part of your financial world is coordinated.

We operate under a hybrid compensation model. At times, we are compensated as a percentage of the assets we manage for our clients. However, where it is in the client's best interest to have us compensated by commission instead of an ongoing fee, we will bring this to the client's attention and discuss the pros and cons thoroughly.

We do not have a stated minimum account size. Our clients are unique, as are their financial situations and financial goals.

We do not have a minimum contract term. Our goal is to form long-term relationships, but they are voluntary. We want you to be comfortable, not locked in.

There is never a charge for an initial consultation. We make every effort to ensure your time spent with us during your initial meeting is valuable. Our goal is for this meeting to be the start of a long-term relationship.

Individuals, Couples, Executives, Small Business owners, Children of clients, Parents of clients, and Retirees.

A close working relationship, attention to detail, prompt response to calls and emails, clear reasoning for our recommendations, confidentiality, honesty and peace of mind.

We at Murray Securities are family oriented, and eager to apply our expertise and experience to your situation. We are actively involved in our community, schools, and churches. Our collaborative team of individuals are eager to get to know you and better your life situation.