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Wealth Management & Advisory Services
There's no such thing as "ONE SIZE FITS ALL" when it come to managing wealth.  You desire an advisory relationship that personalizes opportunities and investment options according to your unique goals and objectives.  As INVESTMENT ADVISOR REPRESENTATIVES, Eric and Walter can offer a wide range of services to manage your portfolio.  We offer a broand range of competitive options to manage your portfolio, including fee-based accounts.  A fee-based account allows the interests of the client and advisor to be aligned.  

The types of advisory programs we offer include:



CUSTOMIZED INVESTMENT ACCOUNTS:  We help develop, manage, and rebalance your portfolio using a variety of investments such as stocks, bonds, mutual funds, and exchange traded funds.

THIRD-PARTY MANAGERS:  We will utilize outside third-party money managers who help us and our clients manage investments with unique strategies such as:  strategic asset allocation, tactical sector rotation, and alternative investment strategies.

In some cases ProMark charges an ongoing management fee. Please contact info@promarkplanners.com for information about fees and to receive a copy of Form ADV. Investors should note that the deductions of fees will impact overall account returns.
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 IMPORTANT DISCLOSURES

ProMark does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA / SIPC.  Promark and Woodbury Financial Services are not affiliated. 



This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, FL, ID, IL, IA, LA, MI, MN, NY, OK, TN, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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