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Municipal bond portfolio monitoring and management options.
A well-maintained investment portfolio is vital to any investor’s success in today’s financial marketplace. For High-Net-Worth individuals, managing a municipal bond portfolio can prove to be a large undertaking depending on the investments involved. That’s where GMS Group bond specialists come in. We offer a variety of High-Net-Worth municipal bond portfolio services. In today’s financial environment, volatility causes dramatic fluctuations which calls for your investments to be frequently monitored. Our specialists have the experience, up-to-date market information and resources to effectively monitor your investment portfolio.
Improve your tax-free municipal bond portfolio.
If your tax-free municipal bond portfolio is $500,000 or more, you are eligible to receive our High-Net-Worth investment portfolio monitoring services absolutely free. There is no obligation to purchase any securities offer. The GMS “High-Net-Worth Portfolio Monitor” is a watchful eye that can guide the tax-free municipal investor through today’s ever-changing market.
Portfolio monitoring by tax-free municipal bond specialists.
GMS offers an exclusive service to individuals whose municipal bond portfolio is $500,000 or more. Our portfolio monitoring service is essential in today’s investment environment and covers vital areas.
Today, volatility causes the stock and bond markets to fluctuate so dramatically and so frequently that monitoring your investments is a vital part of your investment philosophy.
By utilizing GMS Group’s High-Net-Worth investment portfolio monitoring services, qualified investors will receive:
- Portfolio Strategies
- Quarterly, semi-annual or annual market evaluations of their holding
- Rating updates
- Notification of called bonds
- Hold/sell recommendations, unrealized profit or loss report
- Monthly income report
- Year-end maintenance
- Handsome organizational binder for reports and valuable information
- GMS offers this extremely valuable service for free as we believe that once you become accustomed to the service and professional approach we offer, you’ll give us an opportunity to service your investment needs.
There is no obligation to purchase any securities through GMS to take advantage of the High-Net-Worth portfolio monitoring services. Today, the expertise of an investment professional has never been more important. GMS also offers portfolio management and portfolio review services.
Convenient and comprehensive portfolio review options.
Put a municipal bond specialist to work for you with GMS Group’s expert portfolio review services. We offer three convenient methods of requesting this important review of your investment portfolio:
Telephone – Call us for your comprehensive portfolio review. View our office locations to find the GMS office nearest you.
Online – Complete our brief online contact form and a GMS bond specialist will contact you promptly to complete your investment portfolio review.
Monitoring your investments is vital to any part of your investment philosophy and your overall financial goals. Work with a GMS municipal bond specialist to take advantage of the expertise of an investment professional.