Literature Type: End-Client Materials

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Confidential Investor Profile - Risk Tolerance Questionnaire
End-Client Materials
Format: pdf
Publication Date: 02/14

A risk-tolerance questionnaire that can we complete with clients.

Wealth Management Solutions
End-Client Materials
Format: pdf
Publication Date: 09/12

Life has significant moments. Making sure you’re prepared for them is important. But what can you do when the pace of your life leaves you little time to focus on investing for the future? With the complexities of your investment objectives and today’s market uncertainty, what you need is an experienced financial advisor, to guide you through important investment decisions that can help you achieve your long-term financial goals.

Who is Envestnet? Transforming Wealth Management
End-Client Materials
Format: pdf
Publication Date: 08/12

You rely on your advisor in many ways—to offer guidance on financial issues, to deliver investment intelligence and portfolio strategies, and to have a clear perspective on how best to achieve your life goals. You trust your advisor for more than just financial advice; also to know you, your family and your aspirations for the future. At Envestnet, it’s our mission to help your advisor with the crucial tasks of building and preserving your assets, while establishing and maintaining a strong relationship with you, so you can be assured that your needs are being met as they evolve over time.