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Thomas and Virginia engage a ValMark Adviser to assist them in developing an investment plan. |
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The Adviser Representative assists the client in developing an Investment Policy Statement, determining their goals and objectives and guiding them in their asset allocation choices. |
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The Investment Adviser provides Your ValMark Advisers with all necessary documentation. |
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Your ValMark Advisers provides the Investment Adviser Representative with analysis and back office support. |
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The Bank provides the client with account statements. |
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TOPS portfolios consist of Exchange Traded Funds (ETFs) which provide the client with diversification and tax efficiencies. |
