Based on your profile the resource capital Long 40 portfolio is the recommended investment for you.
IF YOU ARE READY TO MAKE AN INVESTMENT
RESOURCE CAPITAL MANAGEMENT, LLC IS AN APPROVED MONEY MANAGER FOR WELLS FARGO.
- A secured email will be sent to you providing you with a copy of the RESOURCE CAPITAL MANAGEMENT, LLC investment advisory agreement, compliance manual and the information required to establish an account with RESOURCE CAPITAL MANAGEMENT, LLC'S custodian, Wells Fargo.
- Once your account is established a secured email will be sent by Wells Fargo to RESOURCE CAPITAL MANAGEMENT, LLC as written verification that the account is ready to be traded.
- RESOURCE CAPITAL MANAGEMENT, LLC will send the stock selections based upon your profile to Wells Fargo via secured email.
- RESOURCE CAPITAL MANAGEMENT, LLC will then enter the stock trades via the Wells Fargo money manager portal or via the Wells Fargo trade desk.
- Once the stocks trades are made, a secured email confirmation will be sent to you by RESOURCE CAPTIAL MANAGEMENT, LLC.
- For your protection ALL email communication sent and received via the RESOURCE CAPITAL MANAGEMENT, LLC's advisor@resourcecapitalmgt.com email address will be encrypted.
- Monthly statements will be sent via Wells Fargo. The statements can be received via email or via mail as a hardcopy.
- There will be 24 hour access to your account via the Wells Fargo client portal.
Client Information
If you are ready to invest based on the results of your profile please contact Resource Capital Management, LLC:
Loading...