Helping You Reach Financial Success
Scottrade Investment Management™, an affiliate of Scottrade Inc., is an investment advisor for clients who would like guidance to help them achieve their investment goals. Our Guidance Solutions™ Group partners with clients to determine their financial goals, risk levels, time horizons and needs. They then recommend a variety of solutions, including managed portfolios and referrals to registered investment advisors.
Scottrade Investment Management: This brochure contains information about Scottrade Investment Management’s advisory personnel and supplements Scottrade Investment Management’s client brochure.
Guidance Solutions: To learn more about the qualifications and business practices of Scottrade Investment Management relating to Guidance Solutions managed portfolios, click here.
Advisor Access: For information about the qualifications and business practices of Scottrade Investment Management relating to the Advisor Access™ referral service, click here.
Investors should consider the investment objectives, charges, expenses and unique risk profile of an exchange-traded fund (ETF) carefully before investing. A prospectus contains this and other information and should be read carefully before investing. Contact your Scottrade Investment Management Guidance Consultant for additional information.
Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss, in a down market. Please consult a tax professional or legal advisor with questions regarding your personal tax or financial situation prior to investing.
Guidance Solutions from Scottrade Investment Management™ and Advisor Access from Scottrade Investment Management™ are investment advisory services offered by Scottrade Investment Management™, a registered investment advisor. Brokerage products and services are offered through Scottrade, Inc., member
FINRA / SIPC, while advisory services are provided by Scottrade Investment Management™. Scottrade Investment Management™ and Scottrade Inc. are both wholly owned subsidiaries of Scottrade Financial Services Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
®, the Scottrade ® logo, and all other trademarks, whether registered or unregistered, are the property of Scottrade, Inc. and its affiliates.
© 2017 Scottrade, Inc. All rights reserved.