Portfolio Management

What
You
Get

  • Tailored Investment Portfolio

  • Diversified with ETFS and stock selection across all market sectors

  • Can be customized to exact client requirements

  • Foundation for a proper investment portfolio

  • Wealth and retirement projections

  • Strategically put money to work in the markets!

What you’re getting is a 12-15 page document that includes:

1

A completely diversified portfolio across all sectors

2

10+ year investment horizon

3

10-15 individual stocks and ETFs with an outline and info on every selection

4

Dividend reinvestment information

6

Purchase instructions and contribution percentages for each stock

5

Info specific to your investment platform

7

Future wealth projections and retirement numbers

8

Account selection and coaching if you’re not already setup

9

Information on how to execute purchase and sell orders

10

We can add anything else you need a hand with!

Build your Million
Dollar Portfolio Now