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Get electronic (or paper) copies of our marketing materials

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Click on each link to download and print.You can request hard copies below, using the Request hard copies of marketing materials form.

3-Step Prospect meeting outline

  1. Planning discussion
  2. Strategist selection
  3. Investment implementation

Additional materials

Request hard copies of marketing materials

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The SEC now requires at least a 10-point font on our disclaimer as well as some specific language. This has increased the disclaimer to a point of making printed hard copies of performance materials cost prohibitive.Each of the Model Overviews as well as the AmeriGuard and Cornerstone Flyers contain a QR Code linked to the Performance Snapshots. You can also view / download / print any performance documents on the models page of this website.
Basic details
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Delivery Details

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