Monday, September 6, 2010
Wealth
Management Advisors Corporate Brochure - this document provides a general over-view of our company, our management, our services and our philosophy.
It also includes a recent copy of form ADV. It is a brief introduction to our company and our team and a good starting point as you consider becoming a Wealth Management Centers Advisors Client.
Getting to Know Your Financial Self - this for is an introductory questionnaire to help you the investor and us understand you as the investor. We begin to explore some broad financial topics, including identifying your investment goals, objectives, risk tolerances and more. These are issue complex financial topics and this form only begins to scratch the surface. It is our starting point. We have found that most investors never get started in a successful investment direction, simply because they do not understand their own investment profile. Each investor has their own unique investment profile which includes: their goals, objectives, risk tolerances, investing psychology and much, much more. And although, this is form will not fully solve this major obstacle to successful investing, we feel that by thoughtfully completing this form, it will help you the investor begin to initiate that process of understanding your own unique investment profile.
Form ADV Part II Schedule F, Code of Ethics and
Attachments - this is the uniform application for Investment Advisor Registration which we maintain current. When establishing an Registered Investment Advisory relationship, we provide you with this brochure before your RIA-agreement becomes effective. Clients may obtain a current copy here or you may also call us and we will send you an
electronic or hard copy. If you are a interested in learning more about becoming a client, you may contact us to obtain the password for your download or to request a hard copy and speak with a representative directly.
Acknowledgment of Receipt of Form ADV, Part II and Schedule F - This form is for Clients to acknowledge their receipt of the Form ADV, Part II and schedule F, which is required to be provided to the client prior to the contract becoming active.
Form ADV with attachments - Client Current Copy Notice: each year we provide our existing clients notice of our updated Form ADV with attachments. Both this notice and the update ADV are available here for download. Feel free to call us directly for the required password. You may also request a hard copy to be forwarded via US mail if you would like and one will be mailed to you directly by simply selecting here
->> Contact <<- and filling out the Contact Us form.
Account Agreement: this form is to establish the Wealth Management Advisory Client relationship (personal, corporate and or family). It outlines the services, the fees and the operating procedures of the relationship.
Multiple Account Agreement - this form is for Wealth Management Advisory Clients with multiple accounts (personal, corporate and or family) who wish and authorize the various accounts to be consolidated as one (1) account for simplicity, ease of use and to qualify to receive a reduces rate and for billing purposes.
For the convenience of our client's as well as interested investors and prospective clients, we maintain a number of our advisory forms up-to-date, here on the downloads page. Please Contact Us directly to obtain the required passwords for the password protected forms for a no obligation introduction and to receive the required password. If you have not yet done so, you may wish to visit the private website, WMC Advisors for a general over view of our Registered Investment Advisor, the Manger and our broad investments strategy. Our primary goal is to bring value to your investment process and portfolio. Thank you for visiting us and come back again soon and frequently.