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The Swan Monthly — November 2014 2016-05-10T19:36:30+00:00

Project Description

There has been some con­fu­sion on Swan’s invest­ment time­line for sep­a­rate­ly man­aged accounts being invest­ed in the Swan DRS. Swan DRS buy-in days are Tues­days and Fri­days each week and these buy-ins include new accounts being invest­ed in the Swan DRS and con­tri­bu­tions being made to exist­ing accounts. How­ev­er, the buy-in process uses pri­or day end-of-day files from the cus­to­di­ans and as a result, monies need to be received at the cus­to­di­an and post­ed the day pri­or to buy-in days to be includ­ed in the buy-in. In cas­es where hol­i­days fall on a Tues­day or Fri­day, the last mar­ket day pri­or to the hol­i­day will be treat­ed as a buy-in day. Please reach out to operations@swanwealthadvisors.com with any ques­tions.

Read the rest of Swan Month­ly here.

 

 

Project Details

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