Equity Target Percentage: REIT Target Percentage: Copy of 401k ...
Breiter Capital Management, Inc. 941-778-1900 [email protected] [email protected]
401(k) Data Gathering Form Desired Asset Allocation
Required Information
Equity Target Percentage:
Client Name: _________________________
REIT Target Percentage:
Copy of 401k investment options:
Fixed Income Percentage: Allocation Total:
0
Notes or Special Instructions
Breiter Capital Management’s recommendation for this retirement plan allocation is based on a long-term diversified approach to asset allocation in a dollar cost averaging environment, using input from the client and their financial advisor as to the appropriate risk- return objectives and appropriate asset allocation model for the client. Our role in this analysis is to recommend particular mutual funds in proportion to achieve the asset allocation model provided by the client It is with the understanding we are not supervising the retirement plan or making continuing recommendations to adjust the allocation in response to market conditions. We generally will not know the clients financial situation in detail and bear no responsibility for implementing the recommended actions. Past performance is not a guarantee of future results and investors should be aware that many investments fluctuate in value and principal value may be lost.
401(k) Data Gathering Form Desired Asset Allocation
Required Information
Equity Target Percentage:
Client Name: _________________________
REIT Target Percentage:
Copy of 401k investment options:
Fixed Income Percentage: Allocation Total:
0
Notes or Special Instructions
Breiter Capital Management’s recommendation for this retirement plan allocation is based on a long-term diversified approach to asset allocation in a dollar cost averaging environment, using input from the client and their financial advisor as to the appropriate risk- return objectives and appropriate asset allocation model for the client. Our role in this analysis is to recommend particular mutual funds in proportion to achieve the asset allocation model provided by the client It is with the understanding we are not supervising the retirement plan or making continuing recommendations to adjust the allocation in response to market conditions. We generally will not know the clients financial situation in detail and bear no responsibility for implementing the recommended actions. Past performance is not a guarantee of future results and investors should be aware that many investments fluctuate in value and principal value may be lost.
