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Portfolio Assessment

As a businessperson, you are continually compelled to review your business model for ways to increase your bottom line. When was the last time your corporate investment accounts were professionally reviewed for performance-improvement opportunities? When you have your corporate investment account reviewed by Vaughn Woods Financial Group, you are engaging the talents of an objective and experienced portfolio management team who understands the reality that in any business, every dollar counts.
With our Corporate Investment Portfolio Review services, your corporate portfolio’s investments, strategy and structure will be analyzed by an experienced portfolio-management team. We will meet with you one-on-one to review the analysis and discuss how to best implement future strategies.
Here’s our offer: We will provide you with a written, no-obligation assessment of your corporate investment portfolio’s strengths and weaknesses. This includes:
  • 1. A review of your investment positions, strategy and structure.
  • 2. An asset allocation comparing your investment mix to Nobel Prize winning investment allocations.
  • 3. An analysis of your exposure to risk.
  • 4. A subscription to our monthly newsletter keeping you abreast of the latest economic trends.
  • 5. A one-on-one meeting with an experienced portfolio manager to discuss your portfolio analysis and establish strategies for improving your investment return.
Our Guarantee: If you are not excited about what you learn from our written portfolio review, we will give you a full refund.
Cost: We offer our corporate portfolio assessment service at a flat rate of $25. Your portfolio will benefit from the objective advice and service of a highly-trusted management team with over 25 years of experience.

Contact us to schedule your Corporate Portfolio Assessment.

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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Notice

    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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