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Self-Directed Portfolio

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Self-Directed Portfolio
An investment portfolio in which the account holder has a great deal of control over the investments made on the account. That is, the holder has the ability to make investments with the capital in the account because he/she has not delegated the power to an investment adviser.


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OLI), a financial services holding company, today launched a one-of-a-kind investment vehicle that enables long-term investors to build a self-directed portfolio of largely blue-chip stocks through the purchase of fractional shares via the Internet.
We are currently evaluating potential strategic partners to serve as a custodian of hedge fund interests, so that we can provide our investors with a self-directed portfolio that will result in access to more funds, added liquidity, leverage for their portfolio, and better reporting.
 
 
 
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