Multi-Advisor Optimized Analysis Order Form

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Multi-Advisor Analysis is on-line. You can allocate and integrate up to five advisors into one composite past return analysis for $65.00.

This Multi Advisor Analysis optimizes the allocation. Reports on the most profitable three allocations for each analysis is provided.  As time passes, optimal allocations change. When SMM™  Client Risk Management Services are integrated into your investment strategy, current account activity dictates when the original allocation should be updated.

Each initial analysis is $250. for up to five advisors. If you use private label risk management services, the $250 is deducted from annual fees. You can pay by check or credit card. To pay by check, link here to download the pdf form  and follow the instructions.

To pay by credit card, complete the form below. Each analysis requires a separate list of advisors, check the number of reports ordered below. For each report, repeat only your name on each form. When your request is received, we'll call to confirm and direct you to pay pal. If you need help contact MJ 212-777-3862

Referred by:
Your Affiliate #
Name:
Email:
Firm (If Applicable):
Address:
City:
State:
Zip:
Country:
Telephone#:
Professional Designation:
Site URL:
List the company and program name for each advisor included in the analysis
Repeat the Name Used Above:	Complete the form below for each analysis requested
Analysis #1      Analysis #2     Analysis #3     Analysis #4 Analysis #5
Company1:
Program1:
Company2:
Program2:
Company3:
Program3:
Company4:
Program4:
Company5:
Program5:
Submit this form and wait until we contact you.