An
unbiased review of each
of the mutual funds you
own.
A
historical report
showing the total return
of your current mutual
fund holdings.
There are a
few requirements to obtain
this report:
We only
accept request from
Texas residents.
By
requesting the review
request, you agree to
discuss the findings by
telephone or in person.
FYI, if
you are an employee of a
client company we
welcome and encourage
you to request the free
mutual fund review.
In offering
you this free mutual fund
review, we are not
encouraging you to do
business with our company
over the internet.
100% of our clients have met
with us face-to-face to
begin our business
relationship. The free
mutual fund review serves as
a service to prospective
clients or current clients.
Here is how we normally
work:
For a free
review of
the holdings
in your
portfolio,
please fill
out the
following
and hit
“Submit.” If
you don’t
know some
fields
get as close
as you can
or
just leave
it blank.
Any
information
submitted
will be kept
in the
strictest
confidence.
Your
information
will not be
resold to a
3rd party.
This is not
an offer to
sell
securities
which must
be done by
prospectus
only.
