Undestand Advisor Managed Accounts at the Signatry
by Demo Org DECEMBER 06, 2021
 


Evan Lange introduces Jake Tometich in this week's advisor update. Jake explains what it takes to open an advisor managed account, and the benefits for donors and advisors. Learn more about AMAs here: https://thesignatry.com/donor-advised-fund/advisor-managed-accounts/