Proposal Request

Requesting Advisor Email Address

Name of Client

Registration Type

Individual-Natural Person IRA - Rollover -Natural Person IRA - Roth -Natural Person IRA - SEP -Natural Person IRA - Traditional-Natural Person IRA - Beneficiary Non Spouse- Natural Person Joint - Tenants in Common-Natural Person Joint - with Rights of Survivorship (WROS)-Natural Person Other

Proposal Amount (in $)

Strategies

UMA: Maximum Growth (90+) UMA: Capital Growth (80-20) UMA: Balanced (60-40) UMA: Income (40-60) UMA: Capital Preservation (20-80)

Strategies

AMP: Momentum AMP: All Equity AMP: Dividend Growth & Income (DGI) AMP: International AMP: Enhanced Yield AMP: Diversified Fixed Income (DFI) AMP: Full Faith & Credit (FFC) AMP: Municipal

Model Portfolio Construction
Investment Governance Support
Annuity Allocations
White-Labeled Content
Client Event Support
Manager Due Diligence
Market Thought Leadership
Individual Case Support

to Defend and enhance the value proposition of the financial advisors we serve.

401-691-4181

info@advisormanagedportfolios.com

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