Investment Consulting

Gadberry Financial Group has developed and designed portfolio strategies utilizing tactical allocation models with complete disclosure of associated fees. These models include:

The Gad Moderate 70/30 (Fund Based)

  • Generally comprised of 20 to 30 securities
  • Target 60% to 80% equity allocation
  • Target 25% to 35% fixed income allocation
  • Target 10% to 15% alternative investments allocation

The Gad Conservative 50/50 (Fund Based)

  • Generally comprised of 20 to 30 securities
  • Target 40% to 55% equity allocation
  • Target 40% to 55% fixed income allocation
  • Target 10% to 20% alternative investments allocation

The Gad Fixed Income (Fund Based)

  • Generally comprised of 10 to 20 securities
  • Target 80% to 95% fixed income allocation
  • Target 5% to 20% alternative investments allocation

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Adviser; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts may be held at National Financial Services (NFS), LLC, a Fidelity Investments® company.

We currently have individuals licensed to offer securities in the states of:  AR, CA, CO, FL, GA, IL, LA, MS, MO, NM, OK, SC, TN, and TX.  This is not an offer to sell securities in any other state or jurisdiction.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved