CWS Asset Management
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                                        Services

       Portfolio Management Services which include the following:

            -Consulting with Client to create investment goals.

            -Review of Client’s investment goals using expected risk and expected return.

            -Creation of clients portfolio allocation. 

       -This can or will include Clients transferring their current account to a low cost discount broker, consolidating                    several investment accounts into one and deciding on new investments.

            -Provides services in managing employer sponsored plans (403b, 401k, 457, SEP), 529 plans,                                    traditional and ROTH IRA’s

            -Provide comprehensive overview of all accounts owned by the Client/s as one account.

            - Assist Clients with retirement strategies such as savings, asset allocation and withdrawal strategies.

            -Conducting annual Investment Policy Review to of yearly performance, asset allocation, risk assessments,                       advisory expenses and investment expenses.

  CWS Asset Management provides the following services beyond portfolio  management:

            - Creation, monitoring of  Clients monthly and yearly budgets.

            - Assist individual Clients in creating cash flow goals and emergency funding.

            - Creating net worth statements for Clients.

            - Providing Clients with continuing Investment Policy Statements.

All of the aforementioned services are included when the Client agrees our terms of service and signs a contract as agreed to in our fee table; these services can also be purchased on an hourly basis of $100 per hour.

    





                                                                                                                 Email:     cole@cwsassetmanagement.com
                                                                                                               Phone:              (559) 936-7328
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