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Comprehensive Investment Advisory

The Comprehensive Investment Advisory program is designed to give clients personal, comprehensive advice. While all Bagby Wealth Management Investment Consultants are experienced and qualified, you may select the advisor in our firm that suits you best.

Who Should Use this Program

This program is ideal if you want to work with a highly qualified Investment Consultant who will give expert investment advice and carefully monitor your portfolio on an ongoing basis to help you reach your investment goals. You will have unlimited access to your Investment Consultant, and you will experience a high level of collaboration with our firm to meet your investment goals. You can benefit by also using this program in conjunction with the Financial Planning Program and Wealth Management Program.

Past performance is no guarantee of future results and current performance may be lower or higher than the performance data quoted.

All investments involve different degrees of risk. Clients should be aware of their risk tolerance level and financial situation at all times. Clients should read all transaction confirmations, and monthly and yearly statements sent to them. In applicable programs, clients should read all prospectuses carefully before making any investment decisions.

Clients are free at all times to accept or reject any investment recommendations made by Bagby Wealth Management.

Please understand that any losses are attributed to market forces beyond the control of Bagby Wealth Management.