At Precept Wealth Solutions (PWS) we are constantly looking in the mirror to identify ways in which we can improve our business to pass on those efficiencies to our valued clients. To this end we have broadened our service offering and now have what is called a Category II License under our new company Precept Investments (PI). The Category II License enables us to:
1. Streamline the business as much as possible so as to ensure that the necessary administrative and investment efficiencies are in place to benefit our clients,
2. Respond quickly to market conditions and make fund changes when necessary,
3. Be able to make the necessary changes with less administrative switch forms.