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Customized Portfolios for Retirement

Kades-Margolis Capital, LLC is proud to present Money by Design Platinum Advisory Service. This program enables you to diversify among several different investment styles and asset management approaches using mutual funds and an investment advisory service. Platinum offers portfolios for multiple levels of risk, shifted and allocated within various investment strategists’ investment philosophies.

Program Highlights:

  1. Diversification by investment style
  2. Continual review of portfolio holdings
  3. Ongoing review of asset allocation revisions
  4. Ongoing implementation of portfolio changes
  5. Automatic risk adjustment

If you would like more information, please call Kades-Margolis at
(800) 433-1828, ext. 4. You can also email us by clicking here.
We will have one of our financial advisors contact you.

Go to Kades-Margolis Capital’s Main Page by clicking here.