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| The Wehrheim Group, LLC |
| 3330 Mt. Vernon Rd SE Cedar Rapids, IA 52403 319-294-3131 www.wehrheimgroup.com |
| “We relieve our clients of the day- to-day responsibilities of managing their investments.” |
Investment and advisory products and services offered through Nations Financial
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
319-294-3131
www.wehrheimgroup.com
| Investment Advisory Service |
What is Investment Management?
Investment Management is a personalized style of investing
that takes the client’s goals, needs, and risk tolerance into
consideration. The portfolio is designed using different
investment vehicles to help accomplish the goals of the
individual.
The investment advisor is hired to work for the client in the
truest sense, because their remuneration is received on a fee
basis. The fee is based on the value and style of the account.
Investment Management is a personalized style of investing
that takes the client’s goals, needs, and risk tolerance into
consideration. The portfolio is designed using different
investment vehicles to help accomplish the goals of the
individual.
The investment advisor is hired to work for the client in the
truest sense, because their remuneration is received on a fee
basis. The fee is based on the value and style of the account.
Our Investment Process
- Evaluate—The client and advisor meet face-to-face to
discuss the client’s financial goals. - Recommendations—The advisor does a written
proposal using various investment vehicles in an attempt
to meet the client’s longer term goals and immediate
needs. Advisory fees are disclosed in the proposal. - Implementation—When both the client and advisor are
in agreement with the written proposal, an account is
established. - Review—The client receives personal reviews, as well
as monthly and quarterly reporting. In addition to your
monthly and quarterly reports, we will provide you with a
consolidated report.
Who is a candidate?
Individuals who have done their own investing but want to be
relived of the day-to-day responsibilities of managing their
money.
Our typical client in this advisory program is retired or saving
for retirement. They want to be free to enjoy their lives
without being burdened by the direct management of their
portfolio.
Individuals who have done their own investing but want to be
relived of the day-to-day responsibilities of managing their
money.
- Individuals who have received, a lump sum rollover
from a retirement plan or an inheritance and want
assistance in managing a larger sum of money.
Couples where one spouse has taken an active role in
the management of the investment dollars, and would
like to share this responsibility with a professional.
Businesses that would like to direct their retirement or
corporate dollars into more investment options.
Our typical client in this advisory program is retired or saving
for retirement. They want to be free to enjoy their lives
without being burdened by the direct management of their
portfolio.
