The David Yvars Group - Trusted Advisors Referral Network Program - How it Works

Client referral

• The David J. Yvars Group, plus a choice between several SIPC financial institutions and corporate trustees to hold custody of assets

• Client profiling to identify goals, risk tolerance, time horizon and appropriate investment choices

• Custom-designed asset allocation for each client

• Creative investment solutions designed for each client

• Ongoing portfolio reviews

Ongoing relationship with client and the David J. Yvars Group

• Ongoing fees paid to you based on referred assets under management

• A fee that is apportioned from our fee and does not increase the cost to your client

• Indemnification for investment decisions

Guidance during client transactions

• Investment experience in the high-net-worth market

• Personalized recommendations as the client’s risk tolerance, time horizon and goals change

• Access to some of the leading investment management firms and mutual funds across virtually all disciplines

• Access to a diversified group of managed trust portfolios for qualified retirement plans and family trusts from a choice of corporate trustees

• Ongoing communication between financial advisor and you