Your clients' goals are the start of their personal financial plans. The Delaware Premier models offer a range of portfolio advisory solutions to help your clients achieve their financial goals – and help you get them to their financial destinations.
Join Macquarie Investment Management as we share what’s next for the program, review performance of the models and discuss the potential benefits of the program for you and your clients.
For use with Cetera Financial Professionals Only.
This webinar is for informational purposes only.
Past performance does not guarantee future results.
Investing involves risk, including the possible loss of principal.
Diversification may not protect against market risk.
Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.
Macquarie Investment Management (MIM) is the marketing name for certain companies comprising the asset management division of Macquarie Group. Investment products and advisory services are distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of FINRA; and Macquarie Investment Management Business Trust (MIMBT) and Delaware Capital Management Advisers, Inc., each of which are SEC-registered investment advisors. Investment advisory services are provided by the series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MIM distributes, offers, refers or advises.
Foresters Financial Services, Inc. (FFS) and Foresters Advisory Services, LLC (FAS) entered into an Asset Purchase Agreement with Cetera Financial Group, Inc. (Cetera), a United States-based wealth management firm headquartered in Denver, Colorado, whereby Cetera purchased FFS retail brokerage business and FAS retail advisor business. This transaction closed June 20, 2019.
The Delaware Funds by Macquarie Premier Models are a fee-based investment advisory service provided by Macquarie. Premier accounts are charged an annual asset-based fee that is billed quarterly, in advance. For complete information, see your financial advisor and the relevant mutual fund prospectuses.
All third-party marks cited are the property of their respective owners.
©2019 Macquarie Management Holdings, Inc.