03 · ESTABLISH
Brokerage Setup
NOERA prefers partner brokerages because they can provide a stronger execution environment, brokerage traders, credit facilities and additional operational support.
RECOMMENDED
Move the portfolio to a NOERA partner brokerage
EX
Professional Execution
Brokerage trader and execution services
OP
Order Placement
Professional order placement, including opening-order services where available
RT
Portfolio Rotation
More efficient reallocation across positions
CR
Credit Facilities
Subject to brokerage rules and investor eligibility
Continue with current brokerage
NOERA can review the request, but some execution, credit or trader services may not be available.
Ownership remains with the investor
Moving to a partner brokerage does not transfer ownership of the portfolio to NOERA.