It offers a professional, research-driven approach to long-term investing by allowing you to delegate day-to-day portfolio decisions to experienced analysts. Whether you choose Fund Models with diversified mutual funds and ETFs or UMA Models that include separately managed allocations for added tax efficiency, both options provide strategic, objective-based guidance tailored to your financial goals.
Interested?
If you are interested in this item and have some questions, feel free send an inquiry.
Click Here
On the Go?
Scan our QR code and use your phone to access our catalog.
Edward Jones - Jeffery F. Ritchey, CFP is a proud member of
DeLand and Greater Volusia Chamber of Commerce
Click Here to Learn MoreCommunity Sponsors