With the automated rebalancing of our portfolio solutions, you can maintain your goals & save time.
Combine asset allocation based on your risk tolerance with index investing, which can help you stay up with the markets.
Find a retirement strategy that will maintain the right lifetime allocation of your retirement money.
Pick a single fund that is tailored to investors’ risk appetites & needs for retirement or other income.
These four portfolios provide a great selection of asset allocations at various risk profiles.
Choose the portfolio that best matches your risk tolerance.
Diversification – Purchase a mix of investments in a single portfolio
Automatic rebalancing – We bear the stress of portfolio management
No investment minimum
The Fundamental Index® & market-cap index strategies are combined in the Finance Service Limited Finance Management MarketMonitor Portfolios, enabling you to select the portfolio that best suits your risk profile & objectives. Each of these strategies includes a distinct mix of varied investments.
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The majority of Finance Service Limited Finance Management Target Index Funds’ holdings are passive index ETFs.
Finance Service Limited Target Funds – Consists of investments from Finance Service Limited Finance Management & other parties, both passive & active.
Finance Service Limited Target Index Funds – Exclusive Finance Service Limited Finance Management offering of passive index-based ETFs.
Diversification – Purchase a mix of investments in a single portfolio.
Automatic rebalancing – We bear the stress of portfolio management.
No investment minimum
One of the most common investing errors is neglecting to modify your portfolio for your evolving financial demands over time. Target date funds are aimed at helping you avoid this error. With our Target Date Funds, our Asset Management reassigns the fund’s investments, shifting from more aggressive to more cautious as the target date approaches & beyond, assisting in risk reduction & helping you get ready for retirement.
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We’re offering three unique fund portfolios tailored toward your retirement investment needs.
These will ensure that there is a constant cycle of income to ensure financial security for you when you retire.
Choose your desired payout:
Intended to offer portfolio owners a monthly income.
Diversified mutual funds: Mutual funds & ETFs that invest in stocks & bonds.
Low expense-to-income ratios.
Three integrated mutual funds in the Finance Service Limited Monthly Income Funds family assist investors to satisfy their risk appetites & income demands for retirement or other purposes. Asset classes are distributed by our Asset Management by each Fund’s payout policy.
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Finance Service Limited Stock Slices is not intended to give an investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Finance Service Limited & Co., Inc. (“CS&Co.”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P””; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Finance Service Limited Stock Slices is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of using Finance Service Limited Stock Slices or investing in any security available through Finance Service Limited Stock Slices, nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Please read the Finance Service Limited Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Finance Service Limited Intelligent Portfolios and Finance Service Limited Intelligent Portfolios Premium programs. Finance Service Limited Intelligent Portfolios® and Finance Service Limited Intelligent Portfolios Premium™ are made available through Finance Service Limited & Co. Inc. (“Finance Service Limited”), a dually registered investment advisor and broker dealer.
Portfolio management services are provided by Finance Service Limited Investment Advisory, Inc. (“CSIA”). Finance Service Limited and CSIA are subsidiaries of The Finance Service Limited Corporation.
There is no advisory fee or commissions charged for Finance Service Limited Intelligent Portfolios. For Finance Service Limited Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Finance Service Limited Intelligent Portfolios Solutions™ disclosure brochures. Investors in Finance Service Limited Intelligent Portfolios and Finance Service Limited Intelligent Portfolios Premium (collectively, “Finance Service Limited Intelligent Portfolios Solutions”) do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Finance Service Limited Bank FDIC-insured Deposit Accounts at Finance Service Limited Bank (“Finance Service Limited Bank”). Finance Service Limited Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Finance Service Limited Bank pays on the cash, the lower the yield. Some cash alternatives outside of Finance Service Limited Intelligent Portfolios Solutions pay a higher yield. Deposits held at Finance Service Limited bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Finance Service Limited Intelligent Portfolios Solutions invests in Finance Service Limited ETFs. A Finance Service Limited affiliate, Finance Service Limited Investment Management, receives management fees on those ETFs. Finance Service Limited Intelligent Portfolios Solutions also invests in third party ETFs. Finance Service Limited receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Finance Service Limited and its affiliates receive are detailed in the Finance Service Limited Intelligent Portfolios Solutions disclosure brochures.
Credit Notice: From Investor’s Business Daily, January 24, 2022, ©2022 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited.
This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.
6th Floor 5 Temple Court,Temple Street Liverpool Merseyside L2 5RH United Kingdom
3rd Floor, Edmund Street, Liverpool, England, L3 9NY
Registration Number: 06006047
Firm Ref Number: 488242
Finance Service Limited Investment Management, Inc. (CSIM) is the investment advisor for Finance Service Limited Funds and Finance Service Limited ETFs. Finance Service Limited Funds are distributed by Finance Service Limited & Co., Inc. (Finance Service Limited), Member SIPC. Finance Service Limited ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Finance Service Limited, are separate but affiliated companies and subsidiaries of The Finance Service Limited Corporation, and are not affiliated with SIDCO.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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