Congratulations to Rich Kelly who is heading into May with over $1.1 million in GDC! An ESI Advisor since 1990, Rich has been a steady presence in the Top 10 for years, but this year he has set a record by hitting a million in GDC only 4 months into the year. Congratulations, Rich! What an amazing accomplishment!
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AssetMark is introducing new values driven strategies designed to align clients and their investment portfolios with their preferences and personal values. If you would like more information on these strategies click here for an overview or call AssetMark at 800-664-5345.
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On April 29, 2022, EFA mailed advisory clients an offer to request a complete copy of the Form ADV Part 2 disclosure brochure(s) applicable to their account(s). In the letters, clients are provided the following instructions for requesting a brochure:
“If you wish to request a copy of the brochure, please contact our Compliance Department at 800-344-7437, or you may send your request by email to ESICompliance@nationallife.com, or by mail to the following address:
Equity Services, Inc.
ATTN: Compliance, M480
One National Life Drive
Montpelier, VT 05604
Additionally, EFA’s current brochure is available on our website, www.equity-services.com.”
As a reminder, additional details regarding EFA’s Form ADV Part 2 brochures can be found in Field Notice 2022-11.
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City National Rochdale Customized, High-Net Worth Solutions
May 11, 2022 1:30pm EST
Intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies. Our investment professionals have a thorough understanding of managing equity and fixed income investments, which typically form the foundation of client portfolios. Depending on each client’s investment objective, we may complement our selections with those from best-in-class external managers specializing in alternative or unique areas of the market. This disciplined investment process provides opportunity for greater diversification, as each client portfolio is constructed within our strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.
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