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City of Gaithersburg 31 South Summit Avenue, Gaithersburg, Maryland 20877 REQUEST FOR PROPOSALS No. 2015020 Discretionary Investment Advisory Services Solicitation Issued: April 17, 2015, Proposal

How to fill out nondiscretionary investment advisory services

How to fill out nondiscretionary investment advisory services:

1. Gather all relevant financial information: Start by collecting the necessary financial documents such as tax returns, bank statements, investment account statements, and any other relevant records. This will provide a comprehensive snapshot of your current financial situation.
2. Assess your investment goals and risk tolerance: Define your specific investment objectives and understand the level of risk you are comfortable with. This will help guide the investment advisory services in creating a suitable investment strategy for you.
3. Choose the right investment advisor: Research and select a reputable investment advisor who specializes in nondiscretionary services. Consider their experience, credentials, and track record to ensure they are qualified and trustworthy.
4. Schedule an initial consultation: Contact the chosen investment advisor to schedule an initial consultation. This meeting will provide an opportunity to discuss your financial goals, investment preferences, and any specific needs or concerns you may have.
5. Provide necessary documentation: During the consultation, be prepared to provide the investment advisor with all the relevant financial documents previously gathered. This will enable them to assess and analyze your financial situation accurately.
6. Collaborate on investment strategy: Work closely with the investment advisor to develop an investment strategy that aligns with your goals and risk tolerance. Discuss the various investment options available and their potential returns and risks.
7. Review investment recommendations: The investment advisor will present you with investment recommendations based on the agreed-upon strategy. Take the time to thoroughly analyze and understand these recommendations, including the associated costs and potential returns.
8. Implement the investment plan: Once you are satisfied with the investment recommendations, provide the necessary authorization to your investment advisor to implement the plan. This may involve opening new investment accounts, transferring funds, or reallocating existing investments.
9. Regularly monitor and review your portfolio: Nondiscretionary investment advisory services require active involvement from you as the client. Stay informed about the performance of your investments and actively communicate with your investment advisor. Regularly review your portfolio to ensure it remains aligned with your goals and adjust as necessary.

Who needs nondiscretionary investment advisory services:

1. Individuals who prefer to be actively involved in their investment decisions: Nondiscretionary investment advisory services provide a collaborative approach, allowing individuals to have a say in their investment strategy and decision-making process.
2. Investors with specific investment goals and preferences: If you have specific objectives or preferences for your investments, such as ethical considerations or a focus on certain industries, nondiscretionary investment advisory services enable customization according to your needs.
3. Individuals seeking professional guidance and expertise: Nondiscretionary investment advisory services are suitable for individuals who value professional advice and expertise when making investment decisions. An investment advisor can provide insights based on their knowledge and experience.
4. Investors who desire ongoing portfolio monitoring: With nondiscretionary services, you can actively monitor your investments alongside your investment advisor. This continuous review and monitoring help ensure that your portfolio remains aligned with your changing financial circumstances and goals.

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What is nondiscretionary investment advisory services?

Nondiscretionary investment advisory services are investment services where the advisor makes recommendations to the client, but the client must give approval before any trades are made.

Who is required to file nondiscretionary investment advisory services?

Financial advisors and investment firms who provide nondiscretionary investment advisory services are required to file.

How to fill out nondiscretionary investment advisory services?

Nondiscretionary investment advisory services must be filled out accurately and completely, including all relevant client information and investment recommendations.

What is the purpose of nondiscretionary investment advisory services?

The purpose of nondiscretionary investment advisory services is to provide clients with investment recommendations while ensuring that clients have final say on any transactions.

What information must be reported on nondiscretionary investment advisory services?

Nondiscretionary investment advisory services must report client information, investment recommendations, and any client-approved transactions.