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The Role of Your Advisory Team

Your team, comprised of your financial advisor, the investment platform, your investment strategist, and investment managers, works ‘with’ and ‘for’ you.  They are focused on your investments and committed to helping you reach your goals.

Your Financial Advisor Will:

  • Analyze your current financial position and how well it supports your goals and objectives
  • Recommend an investment strategy designed to help you towards achieving your goals
  • Monitor portfolio performance and suggest appropriate adjustments
  • Regularly review your plan and changing goals with you
  • Be your trusted advisor every step of the way

The Investment Platform Will:

  • Research and select the investment strategists
  • Create your Investment Policy Statement
  • Check your portfolio at least quarterly for correct allocations and rebalance your portfolio when needed
  • Provide performance reporting

Your Chosen Investment Strategist Will:

  • Develop model portfolios and asset class allocation
  • Evaluate opportunities and risks
  • Select the best-of-class money managers
  • Recommend asset class shifts and money manager changes

Your Chosen Money Manager Will:

  • Analyze and identify specific holdings using their specific style
  • Maintain a disciplined and predictable investment style
  • Provide a competitive performance/risk ratio relative to peer group and asset class benchmarks

Casey Craig and Melissa Reaktenwalt are registered representatives of  and offers securities, investment adviory and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org) 530 Gaither Road, Suite 350, Rockville, MD 20850. 301-355-5800 Highalnder Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Licensed to sell insurance productsin the following states: DC, FL, MD, MI, NC, VA

Licensed to offer securities in the following states: MD, DC, VA, NC, MI, NJ, NY

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