* Our offer begins May 1, 2015 and is exclusively for Veterans and their family members.
* All investment advisory fees will be waived during the first year of the relationship.
These savings create a dollar for dollar gain for Veterans, thus adding to their portfolio performance without adding to their risk.
* Charles Schwab and Company Inc., Scottrade Inc., E*TRADE Securities LLC, or Fidelity Brokerage Services, LLC are the brokerages that we at Portfolio Management Co will participate with in this offer. Staff of PMC will gladly assist Veterans in any way to establish their brokerage accounts.
Portfolio Management Co. (PMC) receives no gifts, no favors, nor any other form of remuneration whatsoever from any Brokerage including the four brokerages listed above.
Craig Long, Investment Advisor Representative, Client Services
Harold Sarner, Client Services, Marketing
Investment Advisor Representative,
Marketing, Client Services
8029 Forsyth Blvd. Suite 203
Clayton, MO 63105