Economy & Finance IRA/Defensive Strategy/Investment Advisory Example

1. 184195Brinker Capital, Inc., a Registered Investment AdvisorINVESTMENT STRATEGYRECOMMENDATIONA PROPOSAL TO:Valued ClientPresented by:Mr. Donald T McNeill, Jr., ChFCMay…

Documents Valued client/401k rollover to IRA example

1. INVESTMENT STRATEGYRECOMMENDATION A PROPOSAL TO: Valued Client Presented by: Mr. Donald T McNeill, Jr., ChFCMarch 05, 2013 This presentation is intended for one-on-one…