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stBS("p0",[0,0]);
stIT("p0i0",["Investment Advisor Program*","","_self","","","grayfolded_f.gif","grayfolded_uf.gif",16,16,"11pt 'Century Gothic'","#006600","none","transparent","","no-repeat","11pt 'Century Gothic'","#000000","none","transparent","","no-repeat","11pt 'Century Gothic'","#006600","none","transparent","","no-repeat","11pt 'Century Gothic'","#000000","none","transparent","","no-repeat",1,0,"left","middle",0,0]);
stBS("p1",[],"p0");
stIT("p1i0",["* $250,000 minimum account size\r\n* Personalized Quarterly Performance Reports\r\n* A $500 credit or allowance toward the preparation of your federal income \r\ntax return\r\n* Preparation of a Personal Financial Statement (similar to a personal balance \r\nsheet), updated annually\r\n* Preparation of a Comprehensive Financial Plan, updated periodically.\r\n* A comprehensive review of all insurance policies, with recommendations as \r\nneeded\r\n* Review of all estate planning documents, with recommendations as needed \r\n\r\n\r\n\r\n    ",,,,,"","",0,0,"9pt 'Century Gothic'","#666666",,,,,"9pt 'Century Gothic'",,,,,,"9pt 'Century Gothic'","#000000",,,,,"9pt 'Century Gothic'","#666666"],"p0i0");
stES();
stIT("p0i1",["Investment Builder Program*"],"p0i0");
stBS("p2",[],"p0");
stIT("p2i0",["* Liquid assets up to $249,999\r\n* Established to assist those investors that are below the minimum level \r\n   required for the Investment Advisor program but have the motivation and \r\n   potential to build personal wealth.\r\n* Personalized Annual Performance Report\r\n* A comprehensive review of all insurance policies, with recommendations as \r\n   needed\r\n* Review of all estate planning documents, with recommendations as needed\r\n\r\n"],"p1i0");
stES();
stIT("p0i2",["Securities Under Management"],"p0i0");
stBS("p3",[],"p0");
stIT("p3i0",["* Stocks (Common & Preferred) \r\n* REITs (Real Estate Investment Trust) \r\n* Bonds \r\n* Stock Options \r\n* Mutual Funds \r\n* Non-Public Securities \r\n\r\n"],"p1i0");
stES();
stIT("p0i3",["Types Of Accounts Under Management"],"p0i0");
stBS("p4",[],"p0");
stIT("p4i0",["* Individual or Joint \r\n* UTMA/UGMA Accounts \r\n* Regular or ROTH IRAs \r\n* Education IRAs/529 Plans \r\n* Rollover IRAs \r\n* Trust Accounts \r\n* SEP Plans \r\n* TOD Accounts \r\n* 401k Plans \r\n* Foundations \r\n* SIMPLE IRA plans \r\n\r\n\r\n\r\n    "],"p1i0");
stES();
stIT("p0i4",["Investment Selection"],"p0i0");
stBS("p5",[],"p0");
stIT("p5i0",["Based on the needs of the client we will construct a customized asset allocation \r\nand investment recommendations. We specialize in the purchase of no-load \r\nmutual funds with exceptional track records and experienced managers. We \r\nalso offer some clients, subject to certain account minimums, access to\r\ninstitutional quality separately managed accounts. Through our available \r\nresearch we can make additional recommendations for the purchase of high \r\nquality individual stocks or bonds. \r\n\r\nFinally, private investment opportunities (limited partnerships, local banks, \r\nprivate real estate investments, land trusts, etc.) are made available to our \r\nclients as they arise. Most important in this process is that each client \r\nreceives a personalized set of investment recommendations, tailored to their \r\nindividual investment objectives and goals.\r\n\r\n"],"p1i0");
stES();
stIT("p0i5",["Custody of Accounts"],"p0i0");
stBS("p6",[],"p0");
stIT("p6i0",["We recommend the brokerage and custodial services of Fidelity Investments \r\nand/or Charles Schwab and Company, Inc. We believe that these two firms \r\nrepresent excellent choices in terms of competitive, discounted transaction \r\ncosts, client reporting, access to no-load mutual funds, trade execution, \r\nresearch, and technical support.\r\n\r\n\r\n    "],"p1i0");
stES();
stIT("p0i6",["Client\'s Responsibilities"],"p0i0");
stBS("p7",[],"p0");
stIT("p7i0",["In addition to the annual investment advisory fee to Marquis, it is the client\'s \r\nresponsibility to pay transaction or brokerage costs, wire transfer fees, and \r\nother fees for their Schwab and Fidelity account(s). A separate schedule of \r\nfees is available upon request. We also ask that you provide all cost basis \r\ninformation. If you prefer, Marquis will research this information for you \r\non an hourly rate basis."],"p1i0");
stES();
stES();
stEM();