The Volatility Managed Portfolios (VMP)-Exploratory Discussion

The Volatility Managed Portfolios (VMP)-Exploratory Discussion

Introduction to the VMP program begins with an Exploratory Discussion. The Exploratory Discussion is designed to allow us to get to meet each other. You have an opportunity to ask questions, discuss your thoughts, ideas and get to know us. In turn, we will get to know you, your interests and goals and what you are trying to achieve.
 
The VMP program Exploratory Discussion is an open discussion and introduction.
 
There is absolutely no cost or obligation.
 
People who benefit most have $250,000 to $800,000 in investable assets.
 
Exploratory Discussion:
• General discussion with a VMP portfolio manager.
• Explore your wants, needs, past experiences, beliefs, concerns and future goals.
• Discuss the VMP program’s services and fee structure
• Make decision about continuing to the next stage: The VMP Introductory Process