|
|
Investment management services will be customized to your needs. Generally, mutual funds will be used to accomplish the agreed-upon goals. Discussions of risk and return trade-offs will be followed by the selection of the appropriate investment objective for your account. Once the investment objectives are established and the accounts have been set up, the funds will be invested. Currey Financial will provide performance reports periodically; the account’s custodian will mail transaction reports to you at least quarterly. On-going review and discussion should be expected.
Please review Important Disclosure Information set forth in the last section of this web site. |