NTV Asset Management, LLC

Account Services

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NTV ASSET MANAGEMENT

  • NTV will continuously, with client authorization, determine the proper asset allocation, security selection, and portfolio structure.

  • NTV monitors the various market activities, monetary policy, interest rate changes, and issuer financial changes that may affect the portfolio.

  • NTV provides clients detailed information on their portfolio via e-mail or face-to-face meetings.

  • NTV will act as a conduit for the client with Schwab to accommodate their financial needs.


CHARLES SCHWAB

  • Provides safekeeping of all assets and accommodates money transfers and receipts.

  • Produces a comprehensive monthly statement which reveals all transactions, cost basis, change in account value, and asset summaries for client review.

  • Provides website account access for all client accounts.