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- Multi-Financial

Have you ever dreamed about having a simple method of keeping a record of your investments and how well each of them is performing? Our MultiVest program can do that for you.

Key features of MultiVest include:

-Monthly brokerage statements showing all of your investments in a single report when activities occur.

-Quarterly performance reports on all of your investments.

-A systematic method of diversifying all of the investments in your portfolio.

-Access to more than 3,500 mutual funds with no sales charge or transaction costs.

-Your portfolio will be tailored to match your risk tolerance (volatility). Your risk tolerance will be identified during meetings and by your answers to several questionnaires. (Most of our clients want optimum return with minimum risk in their investments.)

-All stocks listed on the NYSE, AMEX, and NASDAQ - No Commissions.

-Government, Corporate, and Municipal Bonds - $50 per transaction.

-Professional investment advice provided at a minimal advisory fee. This assures our goals are the same in the growth of your portfolio.

-Pershing accounts have SIPC insurance for $500,000 and additional insurance for the total amount held in the account at no cost to you.

The MultiVest Program is a truly unique method of managing your investments coupled with easy to understand statements and quarterly performance reports. Each of these will show all of your investments.

I look forward to our discussing the potential benefits of MultiVest for your financial future.


Next: See the Professional Profile of Ron Collins 

Contact Ron Collins [email protected].

 

Securities and Advisory services offered through
Multi Financial Securities Corporation
370 17th Street Suite 2250
Denver, CO 80202 member NASD/SIPC

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