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Home Explore FinTrust Branding Brochure - Single Page Breakdown

FinTrust Branding Brochure - Single Page Breakdown

Published by clacey, 2014-11-25 11:34:17

Description: FinTrust Branding Brochure - Single Page Breakdown


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Our Mission: Delivering Financial Peace of Mi Our Values:K now ledge:We have assembled a group of professionals with decades of experience fromall corners of the industry, including those with CFA®, CFP®, CPA®, and AIF®designations. Our team has the necessary knowledge to formulate customsolutions to meet the needs of our clients.Integr it y:As an independent, SEC registered investment advisor and FINRA registeredbroker dealer (FinTrust Brokerage Services, LLC), we have taken control andresponsibility for decisions that have a financial impact on our clients. Ourunbiased approach to investment management builds a strong foundation oftrust that supports long lasting relationships.Stewardship:Clients are guided through the different wealth stages of accumulation,preservation, and distribution with a trusted partner by their side. We takeevery opportunity to earn and renew our client’s confidence by ensuring thatthe little things are consistently done right. the process Data Gathering Plan Development Plan Implementation Technology Integration Monitoring & Review

ind with unequaled confidence and conviction Our Services: Retirement & Financial Planning Retirement Income Planning | Social Security Planning | Professional & Executive Planning | Financial Planning | College Planning Investment Management Tax Efficient Strategies | Custom Portfolios | Income Focused Strategies | Long Short Asset Management | Concentrated Stock Hedging Financial Management/ Insurance/Risk Mitigation Account Aggregation and Consolidated Reporting | Insurance Needs Analysis | Life Insurance | Disability Insurance | Long Term Care | Cybersecurity Threat Protection | Variable & Fixed Annuities | Counterparty Risk Management Corporate Retirement Plans Fiduciary Consulting Services | Employee Education & Right Path Planning | Online Asset Allocation Planning Tools | Investment Policy Design | Fund Selection & Performance Review | Fee Benchmarking Capital Markets Fundamental Equity Research Coverage | Capital Introduction | Quantitative Equity & Credit Based Research | Cash Equity Trading | Fixed Income Portfolio Optimization | Corporate Buybacks | Cash Foreign Exchange | Physical Metals | Securities Lending

Email an Advisor [email protected] Connect with an Advisor Call an Advisor 1-866-626-5295 Visit Our Website www.FinTrustAdvisors.comInvestment advisory services offered through FinTrust Investment Advisory Services, LLC. Securities offered through FinTrust Brokerage Services, LLC. Member FINRA & SIPC.

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