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Additional service

Investment management.

IKON Sports includes investment management within its broader service offering. It starts with a conversation about your needs, and a clear explanation of how any arrangement would be structured.

The first conversation

What we will talk about.

  1. Your needs

    Where you are in your career, what you want to plan for, and the questions you have.
  2. Provider arrangements

    Who would provide any investment services, their role, and how the arrangement would work.
  3. Costs and responsibilities

    How any fees would be disclosed to you, and who is responsible for what, before anything is agreed.

Important

Please read before you inquire.

Information on this website is general and is not investment, tax, or legal advice. No returns or outcomes are promised. Investing involves risk, including possible loss of principal.

Details about the providers involved and any applicable registrations or disclosures will be shared with you directly before any arrangement. See our disclosures for more.

Please do not send account statements or financial documents by email when making an initial inquiry.

Discuss your investment needs.

Tell us briefly about your situation. An inquiry starts a conversation; it does not create a representation or client relationship.