Investment Advisory and Financial Planning Services

In today's complex financial world, successful investing* often requires full-time attention.  Since you have many other responsibilities, one solution may be to hire a professional management team.  This decision may alleviate concerns about handling complex financial matters in today's rapidly changing investment environment.

Making the decision to partner with the management team of HD Vest Advisory Services^SM (HDVAS) frees you from day -to-day responsibilties associated with managing your portfolio*.

Utilizing Modern Portfolio Theory and Asset Allocation Models selected to accommodate your personal risk profile, we take the following disciplined, five step approach to developing your investment strategy*:

•        Determine  your investment objectives and time horizon
•        Develop the asset allocation strategy
•        Recommend and implement the portfolio
•        Monitor and rebalance the account
•        Communicate and report performance quarterly

Call us to discuss your needs and to learn more about the various Advisory programs available through HD Vest Advisory Services^SM.

*Asset Allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

* These services are offered by Michael Hurdle through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.