 |
 |
 |
|
 |
|
 |
|
 |
Getting Started with
Investment Management
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, the Investment Policy Statement is created, accounts are set up with the outside Custodian firm, and finally the money will be invested.
 |
Reports DeliveredCurrey 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.
|