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Open A New Account

At Posto Asset Management we run personally managed/customized accounts.

Clients also have the option of non-discretionary advisory where we provide "model portfolios" and or recommendations on a fee basis.

  • If you already have an Interactive Brokers Account account please call or email a Posto Asset representative to have your account linked to Posto’s Master Institutional account so we can initiate an appropriate portfolio and plan for you.*

  • If you don’t have an Interactive Brokers account you can begin by opening a new account here. When you have an account number please contact a Posto Asset representative to link your account to Posto’s Master Institutional account so we can initiate an appropriate portfolio and plan for you.

  • If you still have questions about Posto Asset’s services please contact a representative to learn more.

* – We custody all assets with Interactive Brokers in order to maintain a reputable and safe third party relationship with our clients. (All assets are held in the client's name at Interactive Brokers) If you have questions about this arrangement please don’t hesitate to ask.

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