Small Account Model- Moderate

PORTFOLIO MANAGER: Todd Lambert

todd@SUMMIT-FINANCIAL.COM

Model List

CASH

5%

ACWV

10%

PRWCX

35%

VUG

10%

FTSM

40%

These materials have been independently produced by Summit Financial Wealth Advisors.
Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
Intelligent Portfolios™ is an automated investment management service for independent
advisors sponsored by SWIA and available exclusively through independent investment
advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

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Office: 337-232-1141

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Fax: 337.232.1137   

712 Celebrity Dr. Ruston, LA*

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Office: 318-255-1005

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Fax: 318-255-1005

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Fax: 318-387-4511

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Office:318-963-8675

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Fax: 318-387-4511

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