Info Sheet - PDF Download

4Thought Financial Group's Multi-Contingency Investing Methodology
"Our portfolio modeling process starts with creative proprietary research and empirical data analysis. Our findings are used to generate decision making formulas that are able to rapidly and repeatedly analyze vast quantities of raw data and drive our buy/sell/allocation decisions in tune with the specific investment mandates of each of the separately managed accounts offered."
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You can be compensated for client referrals to a contracted third party investment advisory firm (a Registered Investment Adviser).
Provided that certain AICPA standards are met and SEC (and state) laws are followed, accountants may receive a portion of the recurring investment advisory and financial planning fees derived from referred clients, while still maintaining the fiduciary role set by the relevant governing bodies and regulators.
If you’d like to learn more about contracting with a Registered Investment Adviser to receive referral compensation, please contact 4Thought Financial Group Inc. Our firm has been working within the established regulatory framework with accountants like you since our inception in 2012, and our founding shareholders have done the same for over two decades. Learn more about partnering with a firm that can guide you through the process of establishing this new profit center by contacting us today.
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