Quick Start Investing

Quick Start allows investors to start where they are. Some individuals believe they need a lot of money to begin investing, and delay taking the necessary first step. With Quick Start, the investor starts with a minimum initial deposit of $250 and selects an automatic monthly amount to deposit into their account, $25, $100, $500, etc.

Quick Start also has other advantages. Investors get personalized investment advice in conjunction with opening an account. Once a goal is chosen and a risk profile is determined, the appropriate portfolio is created.

Services include:

• Investment management, smaller account solutions
• Automatic quarterly rebalancing
• Quarterly performance reports
• In-person meeting every three years
• Semi-annual phone contact