Investment Relationship Management
Mr. Lin is one of OnCourse’s primary contacts at SIA. He provides investment updates and client service assistance comprising a wide range of needs. Andrew provides OnCourse with an insider’s look at SIA sophisticated operations but explained in an easy-to-understand manner that clients prefer. Andrew may be our “go-to” contact at SIA, but we rarely need to make a special effort because SIA has proved to be such a seamless partner for our clients’ long-term investment needs.