As an individual looking to create a sound financial plan, is working with a trusted financial advisor important to you? If the answer is yes, the Advisor Managed Account Program (A-MAP) may be the most appropriate track for you. Working with a skilled Investors Capital advisor, you will benefit from their experience and advice. We feel this is an integral part in successfully mapping out your financial future.

The A-MAP is intended for individuals who want their portfolios managed on a fee-for-service basis. Enrollment in this program requires a minimum initial investment of $25,000 and is suitable for both qualified and non-qualified accounts. As part of
A-MAP’s program, individuals gain comfort in knowing they will receive access to knowledgeable financial advisors and a suite of services at competitive prices. The program includes sophisticated industry trading platforms, in-depth research, online performance reporting and strict compliance standards to best guard your financial assets.

As part of the A-MAP program, your financial advisor will act as your discretionary money manager, creating and instituting a sound financial plan to help meet your financial objectives. Sleep well knowing that your financial advisor sits on the same side of the table as you. There is no conflict of interest because their compensation is directly correlated to your financial goals. This program provides you with the following:

• A goal-oriented asset allocation strategy customized to help meet your needs
• The flexibility to modify your investment strategy as your goals change
• Easy-to-understand statements and quarterly reports
• Regular face-to-face reviews to assess your portfolio and keep you on track
• A straightforward fee structure that is set upfront and is tax-deductible

Contact your Investors Capital Financial Advisor today for more information on how to get started.