Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management is designed to help achieve your strategic wealth management goals.
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We're a large independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our staff of 38, including 22 experienced CFP®* practitioners, currently advises $2.6 billion in assets. Over 35 years in our profession has taught us the keys to success are staying focused on our clients and honoring our fiduciary duty of care. Our boutique size and commitment to research serves you. This is in sharp contrast to practices on Wall Street and the financial services industry. We choose your financial future every time.
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Office hours:
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Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 806-747-8569
Office hours:
Monday through Friday: 9:00 am - 5:00 pm
Fill out the form to get started with a plan and an advisor that you can trust.