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The Securities and Exchange Commission provides a great webpage on Ten Things to Consider Before Making Investment Decisions. While we’ve addressed several of these items elsewhere in our LEARN topics, there are a few other things you might want to consider specific to how you would like your money managed. Once you’ve defined your goals, risk tolerance and determined your basic asset allocation, you might also want to:
To learn more call (805) 988-2151 ext. 5710 or complete the form on this page to schedule an appointment with one of our advisors.
The information presented here is for educational purposes only and should not be considered financial, tax or investment advice. Please consult a qualified professional.
Non-deposit investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members. Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered as Investment Adviser Representatives of CuVantis. Advisory services are only offered to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure.
For a complete description of investment risks, fees and services, please review the CuVantis firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CuVantis at email@example.com or (619) 535-7680. Additional information about CuVantis is also available on the SEC’s website at www.adviserinfo.sec.gov.
Check the background of your financial professional on FINRA’s BrokerCheck or at www.adviserinfo.sec.gov