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Turnkey Model Portfolio Program TMP Advisor Process Guide

Turnkey Model Portfolio Program TMP Advisor Process Guide. Not for distribution to general public. PHILOSOPHY ADVISOR-CENTRIC

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Turnkey Model Portfolio Program TMP Advisor Process Guide

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  1. Turnkey Model Portfolio Program TMP Advisor Process Guide Not for distribution to general public

  2. PHILOSOPHY • ADVISOR-CENTRIC • CONCERT Capital Management is dedicated to helping Financial Advisors run and grow their businesses as efficiently and profitably as possible. The TMP program provides a best practices structure to support you in your efforts to: • Profile clients and prospects • Produce Investment Policy Statements • Produce Investment Recommendations • Automate the investment of client accounts • Automate re-balancing of investment accounts • Provide monthly commentary on portfolios for clients • Provide quarterly performance reports for clients Advisor Process

  3. Frequently Asked Questions FAQ • Where do I go to fill in the client profile form? • This link will take you to the form: www.concertassetmanagement.com • Who do I call for questions or if I need help? • You can find program information on cWeb at www.cweb.concertadvisorservices.com click on [Investment Solutions >> Turnkey Model Portfolios] • Our toll free number is 408-856-6310 • Email is info@concertcapitalmanagement.com

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