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High-Net-Worth Portfolio MonitoringThere was a time when an individual felt comfortable committing to an investment for years. Today, volatility causes the stock and bondmarkets to fluctuate so dramatically and so frequently that monitoring your investments is a vital part of your investment philosophy. We offer a free exclusive service to individuals whosemunicipal bond portfoliovalue is $500,000 or more. Our portfolio monitoring service is essential in today's investment environment, and covers vital areas.Qualified investors will receive: • Quarterly, semi-annual or annual market evaluations of their holdings • Rating updates • Notification of called bonds • Hold/sell recommendations on GMS-supplied bonds • Unrealized profit or loss report • Monthly income report • Year-end maintenance • Handsome organizational binder for reports and valuable information Why does The GMS Group offer this extremely valuable service free? Simply stated, we want you as a customer. We believe that once you become accustomed to the service and professional approach The GMS Group offers, you'll give us an opportunity to service your investment needs. There's no obligation to purchase any securities through The GMS Group to take advantage of the High Net Worth Portfolio Monitor. Take a serious look at the times in which we live. You will have to agree that the expertise of an investment professional has never been more important. If your investment portfolio includes $500,000 or more of municipal bonds, find out about the value of this service. You may never miss another interest payment as the result of a"called bond"and you will be kept abreast of events that could affect your holdings. |