1000s of Money Managers – Who is Right for You? Get your recommended money manager and customized investor kit in 3 easy steps!
1. Answer a few questions.
2. Your investing objectives & goals are matched to 3-5 Money Managers.
3. Research and hire your Money Manager(s).
What's Included
Your Free Money Manager Recommendation is a report up to 30-50 pages that includes:
Investment Plan
Identified goals and objectives
Your personalized asset allocation
Your risk and reward assessment
3-5 Money Managers Matched to your investment plan
Detailed performance reports
Each manager's unique philosophy
Excess rate of return
Organization and company history
Investment decision-making process
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