Brokerage Management
Strategy Guide

Brokerage Strategy Guide V2.0

Be Intentional for All Your Investment Needs

Our Brokerage Strategy Guide is designed to help guide clients into the portfolio management strategy that best suits their respective brokerage investment accounts.

Please understand that this guide is not the end-all for your investment making decision, however, it facilitates a conversation, presents additional resources for each strategy, and helps guide you in the options based on your answers to the questions.

To begin, answer the following questions with your individual investment account in mind. You should likely run this separately for each investment account.

1. What is the value of this investable account?

$10k - $25k
$25k - $50k
$50k+

2. What is the principal investment purpose of this account? Primary (Core), Secondary (Satellite).

Primary
Secondary

3. What type of management approach for your account do you prefer a manager take?

Rules Based
Unconstrained
Target allocation in accordance with the specific strategies portfolio design

4. What type of investments do you prefer?

Active (internal manager discretion of investments, constrained by only their management and prospectus guidelines)
Passive (likely index style, low cost investing)
Combination of Active and Passive Investments (likely the utilization of both active and low cost investments)

5. Do you prefer investment funds (mutual funds and exchange traded funds), individual securities (stocks) or a combination of such in your portfolio?

Investment Funds
Individual Securities
Combination of Mutual Funds, ETF’s and Individual Securities

6. Are you interested in Biblical Responsible Investing?

Yes
No

7. Is minimizing capital gains more of a concern than the performance of this investment account (for qualified/retirement accounts, the answer would be 'No')?

Yes
No

8. Will this account be utilized as a source of income immediately (less than 3 years)?

Yes
No
 

Best Interest

We operate in the best interst of the client, always putting you and your investment objectives first.

SEC

Creative Financial Designs is an Investment Adviser registered with the United States Securities and Exchange Commission.

Client First

We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.

FIRM OF INTEGRITY

Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers.

Stay Connected

ADDRESS

Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902

P: 800.745.7776
P: 765.453.9600
E: managedaccounts@creativefinancialdesigns.com

SEC

Privacy Policy

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.