[Company Name] serves as an investment advisor to individuals, businesses, trusts, endowments, qualified retirement plans and 401(k) plans. Because our fee is based on total portfolio worth, our goal is your goal – to increase your portfolio’s value based on your objectives. We are an independent advisory firm, which means that we do not have a group of investment products that we are limited to use. Instead, we focus on investment vehicles that are cost-effective, tax efficient, and that accurately invest your funds in the asset classes selected for your portfolio.