|
|
|
Portfolio Review
Put The GMS Group's years of experience with tax-exempt municipal bonds to work for you with an expert portfolio review.
For your convenience, we offer three methods of requesting this important review of your investment portfolio:
1. Postal Mail
Click here to download our Portfolio Review form (PDF format), which you can print and complete, then mail it to our
nearest GMS office for prompt, secure and personalized attention.
(Requires Adobe's Acrobat reader;
click here for the free download.)
2. Telephone
To call us for your comprehensive portfolio review, use our
office locator to find the GMS office nearest you.
3. Online
Complete our brief
online contact form and click the 'send now' button — an expert GMS Bond Specialist will contact you promptly to complete your portfolio review.
If you would like more information, or to speak directly with a GMS Tax-Free Bond Specialist, please
call us.
|
