Nick is one of the most eclectic investors to have come up through the ranks of The Motley Fool, LLC. As a senior analyst, he contributed to the portfolio-management decisions and security selection for Motley Fool Pro, Motley Fool Options, and various other newsletter services. Tasked with identifying and developing the next generation of investing talent, Nick led a team that retooled and decentralized The Motley Fool’s selective Analyst Development Program.
As president of MFWM, Nick is responsible for overseeing the trading and operational teams who support SMAs. He works closely with the portfolio managers to develop and oversee the investment strategies — and develop future wealth management offerings.
Though both a lifelong investor and Fool, before joining The Motley Fool and then Motley Fool Wealth Management, Nick learned valuable leadership skills by proudly serving as a paratrooper in the U.S. Army. Later he used these skills to advise clients, manage teams, and create a development program serving bankers who provided investment advice at a major bank.
Nick has a B.A. in business administration and earned the right to use the Chartered Financial Analyst designation.
Bryan has more than a decade of investing experience, specializing in absolute-return, long/short, and options-focused portfolio management. He began working on Foolish SMAs for Motley Fool Wealth Management in 2014 after more than four years at The Motley Fool, where he helped manage the Fool's long/short and options portfolio service, Motley Fool Pro. Bryan also served as a senior analyst on Motley Fool Options for more than four years, and led the Fool's prestigious Analyst Development Program for two years.
Before life at The Motley Fool, Bryan was a portfolio manager at Bulwark Capital Management, a hedge fund with an approach that balanced fundamental long-term equity investing, options income, and special situations. Earlier in his career, he worked as a research analyst for an asset manager in Florida who provided portfolio management and operated a covered-call hedge fund.
Bryan graduated from Stetson University with a bachelor's degree in finance. He holds the Chartered Financial Analyst designation and is a member of The Boston Security Analysts Society.
Tony's focus on statistical analysis and investor psychology complements his value-investing focus. After joining The Motley Fool in 2008, he contributed his writing and analysis to Motley Fool Million Dollar Portfolio, as well as several other Foolish newsletter services, before moving downstairs to work for Motley Fool Wealth Management's Foolish SMAs.
Tony earned his M.B.A. from DePaul University, with a concentration in finance, and also holds a B.S. in computer science from the University of Wisconsin-Madison.
Bill initially joined The Motley Fool from 1998 to 2001, specializing in value-stock analysis. After rejoining the company in 2005, he wrote extensively for The Motley Fool online, as well as for three of the company's investing newsletter services: Stock Advisor, Hidden Gems, and Pay Dirt. He also contributed to three published Motley Fool books, before moving downstairs to work for Motley Fool Wealth Management.
Before coming to The Motley Fool, Bill worked for the Securities and Exchange Commission in their Office of Investor Education and Assistance, as well as for the U.S. Department of the Treasury in their Office of Foreign Assets Control (Foreign Terrorism Division). Prior to his work in finance, Bill was a trial lawyer for the Commercial Litigation division of the City Solicitor's Office in Philadelphia, and also an associate for Patton Boggs, LLP, in Washington, D.C. He's also been published in Newsweek and has appeared as a commentator on CNN, CNBC, CNBC Europe, MSNBC, and The Today Show on NBC.
He earned his undergraduate degree in political philosophy from Yale University and his J.D. from the University of Virginia, followed by his CFA designation in 2008.
David focuses on identifying innovative, high-quality, high-growth companies that have large market opportunities, sustainable competitive advantages, and significant opportunities to invest capital at high rates of return. Although he has experience analyzing companies in a wide range of industries, he specializes in evaluating innovative technology and industrial businesses. David joined The Motley Fool in 2005, working alongside Motley Fool co-founder David Gardner as an analyst onMotley Fool Rule Breakers and as a mission leader for Motley Fool Supernova, as well as serving as an associate advisor for Motley Fool Million Dollar Portfolio — before becoming a portfolio manager for Motley Fool Wealth Management in 2014.
Before working for The Motley Fool, David spent more than a decade as an engineer, designing and developing gas turbines at both Rolls-Royce and General Electric.
He graduated from Virginia Tech with bachelor's and master's degrees in mechanical engineering and earned his M.B.A. from Wake Forest University.
Jeremy Myers specializes in identifying high-quality small- and mid-cap companies that are underappreciated by the market and closely follows the real estate industry.
Before accepting his current position as a Portfolio Manager for Motley Fool Wealth Management in 2019, he joined the Motley Fool in 2009 and contributed writing and research to Motley Fool Hidden Gems, which focused on small-cap companies. He later served as a senior analyst on Motley Fool Pro, Motley Fool Income Investor, and Motley Fool Market Pass and was a co-leader of the company’s Analyst Development Program for two years. He earned his B.A. in economics at the University of Virginia and his M.Ed. in secondary education at George Mason University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Washington, D.C.
Before accepting his current position as a Portfolio Manager for Motley Fool Wealth Management in 2019, Michael joined The Motley Fool in 2005, where he most recently served as Advisor for that company’s dividend-oriented stock-picking products and Co-Advisor for PRO UK, a UK-focused investment service. Previously, he worked as an analyst on the company’s international, small-cap, and value newsletters, among others. Although his experience is diverse, his investment approach is singularly focused – buying high-quality enterprises at reasonable prices.
Earlier in his career, he worked at the Corporate Executive Board (now Gartner), a DC-based consulting firm. He is a CFA charterholder and a graduate of the University of Richmond, where he earned a degree in business administration with a finance concentration.
Nate specializes in international and banking stocks, so it's easy to see why after joining The Motley Fool in 2007 as an equity research analyst for Motley Fool Global Gains and several other newsletters, he subsequently moved to London to become a co-advisor onMotley Fool Champion Shares Pro and Motley Fool Share Advisor (The Motley Fool's newsletter products targeted to the UK market), before moving downstairs to work for Motley Fool Wealth Management's Foolish Personal Portfolios.
After graduating from the University of Arizona with a B.S. in finance, Nate worked as a banking consultant at United Bankers' Bank in Minnesota.
Leah joined The Motley Fool in 2014. She jumped at the opportunity to move to Fool Wealth in 2018 with a strong belief in the mission of offering trusted financial guidance and competitive investing solutions. She led the way in standing up the Client Services team and has since joined the Fool Wealth marketing team.
Leah is an Investment Advisor Representative and certified PMP. She earned a M.A. in Modern Global History from Jacobs University and B.A. in Business Administration from Clarkson University. She enjoys managing her own portfolio of Foolish stocks and to date has never sold a position. She lives in Colorado and is always looking out for the next adventure. She skis, rock climbs, paddleboards, skips all over the country to visit family and friends and loves nothing more than an in depth conversation about meaning and purpose.
Megan is a nationally recognized finance expert who specializes in financial planning, tax advice, and estate planning. She began her career as a CPA, mainly working with high-net-worth families and business owners. She also spent several years working almost exclusively with corporate executives of Fortune 500 companies on their financial planning and tax strategy.
Megan came to Motley Fool Wealth Management in 2014 with a desire to help investors put together ALL the pieces of their financial well-being instead of just handling taxes. She now oversees Fool Wealth’s financial planning and client service functions, and serves as quality control for the advice delivered to our clients. You can also find Megan’s advice featured on the local news, in print publications, as a speaker at conferences, and as a guest on podcasts.
She graduated with a BS in Commerce from The University of Virginia and has a Master of Accounting from The Ohio State University. Megan loves horseback riding and travel, but she has never traveled on horseback. She may be the only CPA you know who has run with the bulls in Pamplona.
Having spent time in major Wall Street brokerage houses, Ross became aware of the disconnect between what's best for investors and what's best for brokers. But in 2014 he turned in his suit and tie in exchange for a Fool cap.
Today, he's happy to serve Foolish investors putting your interests first – and believes that the best financial advice is holistic and, most importantly, actionable. An entrepreneur at heart, Ross loves helping small business owners navigate financial markets.
Ross is a graduate of Christopher Newport University, where he obtained a BSBA with a focus in finance and communications, and became a Certified Financial Planner™ in 2012 after studying at the College for Financial Planning. When he's not poring over financial statements and tax returns, Ross enjoys golfing, skiing, and honing his skills as a DJ.
Sean embodies an ethos of extreme saving in his personal life, but as a Foolish Financial Planner at Motley Fool Wealth Management, he is busy developing impactful, tax-saving, wealth-building strategies for our clients. Sean started down the path to becoming a financial planner after his father's retirement benefits were cut, and as he saw the stress that money decisions have on people. Sean completed his Certified Financial Planning™ board-certified program at the University of Wisconsin, Madison.
Building on his education, Sean entered the financial-services industry in 2007, helping families build comprehensive financial plans. He codified this background with his CFP® designation in 2013. Working in the trenches, Sean recognized that incentives drive behavior and watched financial professionals rationalize selling expensive investment products. Seeing such a lack of integrity around him, he jumped at the chance to work at Motley Fool Wealth Management, starting in 2014.
After turning an internship into a full-time position as a financial advisor at a prominent Wall Street firm, Joe saw firsthand how monetary incentives in the financial services industry could shift the focus from a client’s need to an advisor’s pocket. Joe would rather focus on providing honest advice to help clients meet their goals. In addition to his experience with investments, he spent time in the risk management industry, providing internal consulting on disability insurance, life insurance, and long-term care insurance to representatives of Northwestern Mutual.
Originally from Bethlehem, Pa., Joe attended American University and after graduating has earned the Chartered Financial Analyst, CFA, and Certified Financial Planner, CFP® designations. Joe joined Motley Fool Wealth Management in 2014 and lives in Denver, CO.
Max has evolved into the financial planner he is today through years of experience helping individuals and businesses achieve their unique financial goals. He loves the opportunity to positively affect the lives of our clients and their families, and he believes that every good planner should have a thirst for education and the ability to take a unique perspective to each plan.
Max completed his undergraduate studies in 2010 with a B.A. in communication, business at Coastal Carolina University, where he also ran competitively for the track and cross-country teams. His passion for learning led him to earn CFP® designation in the summer of 2014. When he isn't helping the world invest better, he's probably off running, listening to music, watching baseball, or eating.
Daniel comes to the Fool with a background as an independent financial advisor. With exposure to many of the products investors are presented in today’s marketplace, he can help people evaluate their effectiveness (or sometimes lack thereof) within their financial situations, and he takes pride in doing it. Daniel is excited to have joined the Motley Fool Wealth Management team in 2014 to help our members get objective and educated financial guidance.
Daniel is a graduate of the University of Maryland, where he received a B.S. in finance in 2009, and he earned the CFP® designation in 2015. His passion for financial planning extends to the local community where he serves as the chair of charitable planned giving for a non-profit organization. He lives in the Baltimore area with his wife and their hound dog, Blueberry. In his spare time, he enjoys playing guitar with his rock band and lamenting the woes of D.C. sports.
Passionate, hard working, and patient - three words (or four, technically) that together perfectly describe Emily’s approach to improving the Fool Wealth client experience. Emily joined Motley Fool Wealth Management in June 2018 after trying her hand as a teacher of middle school math, spending a year as an au pair in Munich, Germany, and receiving a Bachelor of Arts in Engineering Science from the University of Rochester in 2016. Her diverse experience is her greatest asset when it comes to working with our clients, and her commitment to excellence is evident to all who interact with her.
Emily’s areas of expertise include:
Originally from Troy, NY, Emily enjoys playing soccer with colleagues, taking advantage of the DC Brunch scene, and spending time with her family and friends that live in the area when she’s not busy helping our clients with all of their customer service needs.
Bill has been working in financial services in a variety of roles since 2011. Before coming to Motley Fool Wealth Management he has worked as a financial advisor and as a customer service representative at various broker/dealers where he registered his Series 7 and 66 securities licenses. He enjoys helping clients navigate their investment accounts and introducing them to the benefits and features of FoolWealth.
When he’s not assisting Motley Fool clients and financial planners, Bill plays in a bagpipe band, enjoys riding his bike, and is active in his church. He has lived in the DC Metro area for all of his life except for four years spent in Lancaster, Pennsylvania when he attended Franklin & Marshall College.
Cristina joined Fool Wealth in 2019 and has quickly risen to be strong contributor. She is a driving force on the Client Experience Team, working directly with clients in a way that epitomizes Foolish Professionalism. Behind the scenes, she works tirelessly to improve processes and reorient the team towards approaches that scale. She feels strongly that clients should be able to sleep at night because they trust their financial advisor and joined Fool Wealth with a deep connection to the purpose and mission.
She lives in historic Old Town Alexandria, speaks Russian and Romanian, loves German Shepherds, and has ambitions to travel the world.
Mike, originally from Santa Fe, NM, received his degree in Economics from Westminster College in Salt Lake City. He was introduced to the world of financial planning through a top-10 internship at Northwestern Mutual. Upon graduation Mike parlayed his internship experience into a full time position with the firm spanning nine year across three states and the District of Columbia.
Mike believes that a building and maintaining a healthy financial house is among the most important aspects of a person’s life. Mike was among the first 12 employees hired back in 2014 to staff the newly established Wealth Management team. A long time fan of the Fool, Mike leapt at the opportunity to don his very own jester cap.
When he is not helping the world invest better, Mike is avid skier, he enjoys cycling and cooking and is self-proclaimed “Jack of all trades.” Mike lives in Golden, CO with his wife and their two rescue boxers, Apollo and Olivia. Fun fact - Mike and his wife exchanged vows while running a marathon in Las Vegas, NV.
As Director of Operations and Cat Herder Extraordinaire, Mohna is responsible for making sure Fool Wealth runs like a well-oiled machine. She is particularly skilled at setting other Fools up for success – whether that’s clearly documenting procedures, enforcing compliance requirements, or solving problems in real time. She also oversees trading and reporting processes, client billing, personal goal accountability, and anything else that doesn’t neatly fall into someone else’s role.
Mohna graduated from Emory University with a degree in Economics and subsequently earned her Masters in Professional Accounting from the University of Texas at Austin. She lives in sunny Denver, CO with her husband and their cat, Puig. Outside of work, she’s usually exploring the outdoors or trying something that employs the right side of her brain, and she gets her passport stamped at least once a year.
As Director of Strategic Partnerships, Kelsey manages the relationships between Fool Wealth and its outside partners. She also wears the hat of compliance liaison, project manager, wrangler of regulatory filings, and works closely with Mohna to ensure smooth operations across our business. Since joining the Motley Fool Wealth Management team in 2014, Kelsey has held many titles including Project Coordinator, Director of Office Management, and Director of Shareholder Experience.
Kelsey graduated from Arcadia University with a B.A. in Business Administration with a focus on International Organizational Behavior. During her time in college she was on the soccer and lacrosse teams. Throughout Kelsey's studies she participated in several educational abroad trips. She partook in a student exchange program in Jülich, Germany, educational trips to The Netherlands, Switzerland, Scotland, Italy, and also studied abroad for a semester at the National University of Ireland - Galway.
Originally from a small town in New Jersey, Kelsey has lived in Philadelphia, Raleigh, Northern Virginia, and now resides in Norfolk, VA, just a few short blocks from the beach. She enjoys spending time with her family and friends as well as traveling. As long as the weather is nice, you'll often find her at the beach with her husband, adorable daughter, and her pup George.
Prior to joining the Fool Wealth as a Senior Fund Accountant, Drazen spent seven years as an investment operations analyst for an outsourced CIO specializing in non-profits and academic endowments. His extensive knowledge of financial reporting and institutional operations comes in handy when ensuring Fool Wealth runs smoothly and efficiently.
Originally from Bosnia and Herzegovina, Drazen has also lived in Czech Republic prior to moving to United States. He currently lives in Arlington, VA with his girlfriend Lindsay and her cat Zuzu. Outside of work, Drazen is an avid soccer fan and D.C. United supporter. He also enjoys hiking, skiing, and exploring Washington DC. Drazen graduated from James Madison University with a B.S degree in Economics.
Derek was introduced to The Motley Fool during his years at the Securities and Exchange Commission, where he was the examiner of the filings done for Motley Fool Funds. His experience with regulated entities proved invaluable when he joined the Fool in 2015, in the early years of Motley Fool Wealth Management’s development. Now he spends his days as the go-to person for our regulated businesses, whether that involves ensuring day-to-day compliance, determining how the latest SEC guidance impacts our operations, or investigating [confidential] new ventures.
After completing his undergraduate work at The College of New Jersey, Derek received his JD from Syracuse University College of Law. Although he set out to be a history professor, he was guided into the field of law when he was working in politics. Derek has a winning trifecta of legal experience – years spent working for respected law firms, a large asset management company, and most recently the Securities and Exchange Commission.
If you think all lawyers are heartless, you haven’t met Derek. He’s known for organizing some of the region’s best play dates for his young boys, and he volunteers as a runner for Athletes Serving Athletes. Derek also spends his time training in extreme sports, cooking, and leading a local Whiskey club.
Michael joined Motley Fool Wealth Management in 2015 and has been instrumental in our trading team ever since. He is in regular communication with our financial planners and client service representatives to make sure individual requests are processed correctly.
Michael has nearly 20 years of equity trading experience. He got his start on the floor of the Pacific Stock Exchange and worked over 10 years on institutional trading desks at two different investment banks, where he also served as a Nasdaq market maker. He graduated from The University of Vermont with a B.A. in History.
Michael is part of our Colorado office. Outside of work, he spends lots of time at his daughters’ swim meets, watching sports, and waiting for The Smiths to reunite.
Anthony's role is one of the most important jobs in all of Fool Wealth – he’s half of the trading team that works with our portfolio managers to execute trades in our clients’ accounts. He also works with our brokerage partner, Interactive Brokers, to implement new initiatives and is known for regularly lightening his colleagues’ workloads. Anthony began his Foolish career in the Finance Department at The Motley Fool in 2001. He has had a long career in Accounting and Finance, with roles including Accounts Payable, Receivable, Contract Management. Prior to joining Motley Fool Wealth Management, Anthony traded The Motley Fool LLC's real money portfolios.
Outside of his work at HQ, Anthony can be found grilling in his back yard, watching the many food channels on TV, or brushing up on his knowledge as a car enthusiast.
Armed with a bachelor’s degree in Accounting from the University of Virginia and an MBA from Vanderbilt University, Whitney has vast experience in financial analysis. She is the team’s financial ninja who works on enhancing reporting and account administration. Whitney joined Fool Wealth in 2019.
She lives in Arlington, VA with her husband, three kids and their oversized 110-lb dog who might secretly be considered the family favorite by all. Outside of the office, Whitney spends more time than she cares to admit on the sidelines of soccer and lacrosse fields cheering on her athletic kids.
Jeb has over twenty years of history with The Motley Fool, beginning with building a design team in the early days of the Motley Fool's internet presence. Jeb held Director, VP and Product Owner roles with Motley Fool, LLC before joining Motley Fool Wealth Management at its inception, where he was excited to be in a start-up type of environment, building things from the ground up.
As MFWM’s Lead UX Designer and Front End Web Developer, Jeb works on designing and building the interface that clients use as part of our service. He is always thinking about how to make foolwealth.com an easy to navigate, pleasant user experience.
Jeb holds a degree in History from Kenyon College. He is a lifelong Washingtonian, and lives with his wife, two young boys, and three Traditional Siamese cats. Space comes at a premium in the DC area, but Jeb makes sure he has room for his drums, guitars, Thai chili plants, and Kaffir lime trees.
Bo spent 12 years as a systems engineer and contractor for the government, but her real drive is in solving complex problems. After teaching herself programming from online courses and working through some of her own projects, including the Crowdsourced FIRE Simulator, Bo joined Motley Fool Wealth Management as a Software Developer in 2016. Now her work is comprised of developing and maintaining our website as well as some administrative processes for our trading team. As Motley Fool Wealth Management continues to evolve, Bo is excited to see the broadening of our investment offerings so that our clients have a complete solution.
Bo earned a B.S. in Information Sciences and Technology from Pennsylvania State University, and a M.S. in Systems Engineering from The George Washington University. She lives in Annandale with her spouse of ten years, and her two young boys. Lured into learning how to smoke meat after tasting a friend’s brisket, Bo is the company’s reigning chili cook off champion with a recipe that included smoked chuck roast.
Chris has held various roles at The Motley Fool, LLC over the course of his Foolish career, starting in 2005 as an Executive Assistant. He spent some time working as a business analyst with CAPS, later attending law school and joining the legal team as Associate General Counsel in 2010. Chris has been involved with what is now Motley Fool Wealth Management from its infancy, and was excited to be involved with this new and growing business under the Motley Fool brand umbrella.
Starting in 2014, Chris put his legal and technology talents to work for Motley Fool Wealth Management as Director of Product where he now works with the tech team to prioritize their work and set the direction for new features we release to clients. He also makes sure we are on the right side of the law as a Registered Investment Advisor working on how we store client information, and security and retention policies.
Chris graduated from St. John’s College with a degree in Philosophy, and received his JD from Georgetown University Law Center. He recently moved to Denver, CO from Washington, DC, where he favored the Portrait Gallery out of all seventeen Smithsonian museums located the district.
Spencer joined The Motley Fool, LLC in 2013 as a web developer, and joined the Motley Fool Wealth Management team in 2015. As a Software Engineer, Spencer works on designing, building, and maintaining the systems that make everything on our website work. Whether it’s physical objects or software, he enjoys building things and likes the challenge of solving consequential problems. Spencer recalls the first experience that got him hooked on a career in technology – as a middle schooler, he purchased a personal digital assistant (before the days of cellular phones!) and figured out how to program an adventure game into it. Motley Fool Wealth Management may not be quite the same adventure, but Spencer is still excited about what’s on the horizon for the team – index-based investing portfolios, and fractional shares just to name a few.
Spencer has always enjoyed learning, and holds two interdisciplinary degrees from Baylor University. He lives in the DC area with his wife and three children. Outside of the office, he is involved in the Maker Community, which is a technology-based extension of the DIY community.
Jeff joined The Motley Fool, LLC in 2013, bringing over a decade of experience in software and technology but relatively little experience in finance and investing. He figured there was no better place to put his technical skills to work, while also learning how to put his money to work for him. Jeff began working for Motley Fool Wealth Management in its infant stages because he saw an exciting opportunity to build technology that could help the world invest better in a way that matched each investor's personal financial goals.
As Director of Technology for MFWM, Jeff's goal is to find ways to supercharge teams across the business using the power of technology. That includes delivering a reliable client experience over the web, building tools to help planners and traders construct and execute financial strategies, and integrating with our valued technology partners.
Jeff graduated from Carnegie Mellon University with a B.S. in Information Systems. He enjoys soccer and basketball with his fellow Fools, and plays classical piano and fingerstyle guitar (although not at the same time). Originally from northern New Jersey, Jeff is a New York sports fan. He now lives in Arlington, VA with his wife and three children.
David is an accomplished IT professional with over twenty years of experience. He is the person that makes sure the infrastructure for our website and backend processeses are working. His background with multiple operating systems, databases, web server platforms, cloud technologies, and a variety of web languages provides any project he works on with the strong technical expertise needed for a reliable backend infrastructure and user experience. If all of that sounded like a foreign language, just know that his work gives all the other developers on the tech team a place to build foolwealth.com. David progressed down the path to a career in technology when he learned how to program in elementary school, wrote a program to test the central limit theorem and visually display the results in middle school, and built his own computer in high school. He lives with his wife and six children. David enjoys all elements of soccer – playing, coaching youth teams, and watching the English Premier League.
Bryce joined the Motley Fool Wealth Management team in 2019 with experience developing software in the insurance industry. His passion for writing stable, secure, test-driven software, with a focus on speed to market made him a great fit at Fool Wealth. He currently serves as a developer in our Colorado office and ensures that our internal tech to business relationships thrive in an additional region of the country. Bryce’s current work consists of maintaining our website and creating new features to improve system functionality. He is excited to help the team grow and evolve the Wealth Management system to help make our clients Smarter, Happier and Richer!
Bryce earned a B.S. in Computer Science and Engineering from Michigan State University. He currently resides in Denver, Colorado where he plans to continue investing in real estate. Bryce is interested in everything outdoors; he loves to snowboard during the winter and play soccer during the warmer months.
There are plenty of things that make what we’re offering here in Motley Fool Wealth Management truly Foolish. But perhaps none more so than this incredible fact...
Every single professional who selects the investments behind our SMAs came up through the ranks of The Motley Fool's publishing business before moving on to work on this "auto-pilot" investment solution for Motley Fool Wealth Management...
What's more, many members of the team -- including the president of Motley Fool Wealth Management -- are longtime Fools themselves. Please click the images below to get to know each member of our Foolish family.
Access to Motley Fool Wealth Management is only available to MFWM clients pursuant to an Investment Advisory Agreement and acceptance of our Client Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. MFWM retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.
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