This material was prepared by TFS Advisory Services, a Registered Investment Adviser and service of TFS Securities, Inc. All Securities offered through TFS Securities, Inc. member FINRA / SIPC. The information contained herein was obtained from sources believed to be reliable but we do not make any representations or warranties as to the accuracy of unaffiliated third party information. Investment in a Buy/Hold Plus portfolio contains fees, these fees are in addition to any fees associated with the underlying funds.
- Past performance is no guarantee of future results and diversification does not guarantee a profit or protect against loss.
- Investing involves risks. The investment return and principal value will fluctuate and shares when sold may be worth more or less than the original cost. Since no one manager/investment program is suitable for all types of investors, this material is provided for informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before introducing suitable manager/investment programs. There is no assurance the portfolios will achieve their objectives. Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and shares, when sold may be worth more or less than the original cost. There is no assurance a Fund’s objectives will be achieved. The risks associated with each fund are explained more fully in each fund’s respective prospectus. Consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. Contact your advisor for a prospectus and read it carefully before investing.
- Advisory services for 401k Plus are provided by Retirement Management Systems Inc., an SEC Registered Investment Advisor
located at 721 Main Street, Suite 100, Stevensville, MD 21666 (888) 870-7674