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Linde Equity offers a complimentary portfolio review to evaluate your portfolio as follows:
- Do I own the best available investments to meet my financial goals?
- What is the current outlook for my stocks and mutual funds?
- What changes should I make to improve my investment returns?
- Which stocks and industries should I be investing in today?
- Am I being rewarded for the amount of risk I am taking?
Why we offer this complimentary service:
Many investors underestimate the amount of risk in their portfolios and how they can easily improve their returns by making some modest changes. After receiving a portfolio review from Linde Equity, some investors may decide to retain Teal Linde for his investment research and advice. Others will make adjustments on their own, but they may tell others of their new ideas who in turn might seek Linde Equity Investment Counsel to make the changes for them.
To receive a portfolio review over the phone, please complete the following:
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| Investment Experience: |
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| Investment Knowledge: |
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| Investment Objective: |
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| Risk Tolerance: |
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Please provide a description of your holdings and any other relevant
information:
For the most thorough review, you may want to submit your latest brokerage
statement to ensure all details are provided. In this case, please e-mail or
fax your statement to:
E-mail: review@lindeequity.com
Fax: 604-648-8260
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