Advanced Financial Strategists, Inc.

What You Should Expect From AFS

Upon partnering with AFS, you should expect all the necessary material that makes your first presentation a success.  We supply all the necessary marketing material, compliance folders, investment selection lists (stocks, mutual funds and ETFs) and sophisticated models that provide you with piece-of- mind that your clients are appropriately diversified and scheduled to be rebalanced on a periodic basis.

Here is a summary of the material that you can expect to receive from AFS.

• Investment research & investment selection 
• Portfolio monitoring using Performance Technologies, Inc. "Portfolio Center" portfolio accounting system (includes tracking and reporting investment results, tax basis tracking, realized and unrealized gain / loss reporting and up to 23 other reports to assist you in discussing results with your client)
• Assistance in setting up client accounts through Charles Schwab^® (our custodian)

• Diversified model portfolios based on historical returns of 11 asset catagories - using Zephyr Associates^® Style Advisor^© software
• Provide tools to help you educate clients concerning investment risk, expectations, etcetera 
• Questionnaires to help determine the clients investment risk profile
• Marketing brochure that describes our investment research and portfolio process and four other marketing pieces that comprise our "new client kit"
• Quarterly newsletters on the market and economic events
• Quarterly graphs that help your cleints keep their individual performance in perspective against how the rest of the major indicies performed 
• Investment advisory agreements
• Continued support with client's investments and other financial planning needs including estate, retirement, insurance and education
• Train you to become independent of Advanced Financial Strategists, Inc. if you so choose.
• Assistance in becoming registered as Investment Advisor, we will help you complete your ADV
  

Like you we believe in a "fee for service" model and hold ourselves to the highest standards in the investment advisory business. 

Click HERE to see samples of our marketing material, investment research and quarterly newsletters.