In today’s market, a clear vision of the economy as a whole is vital to making smart investment decisions. The team at Ambassador Advisors wants to help you understand the factors that affect the short-term and long-term market outlook so that you can better reach your investment goals.
We understand that many investors hold investment products outside of their managed accounts with Ambassador. These could include 401(k) plans, annuities, or Roth IRA accounts, to name a few. Due to the busy lives most live, these investments often do not get much attention, which can prevent them from meeting your investment objectives.
In order to meet this need, Ambassador Advisors now offers Complete Portfolio Management, a service that includes investment advice, fund selection assistance, and a quarterly market commentary for those with these types of investment vehicles. This quarterly market commentary, personal advice on your investments (those with Ambassador and those held elsewhere), as well as access to a consolidated reporting system, will enable you to see a clear, accurate view of your total investment portfolio.
How does this service work?
When you subscribe, Ambassador Advisors will provide the following services:
- Track outside investments through our consolidated investment portal
- Offer personal investment advice and recommendations on these “outside” investment products
- Provide a quarterly, in-depth market commentary regarding our market outlook and why we are making the recommendations we make
- Produce a consolidated statement highlighting current allocations, overall performance and other key metrics
How much does this service cost?
|Total Assets||Annual Fee|
How do I sign up for this service?
To sign up, or for more information, please contact the Wealth Management Team.