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.

reading-material

Evensky & Katz/ Foldes Wealth Management Brochure
Evensky & Katz/ Foldes Wealth Management Brochure

Learn a little about us and driving philosophy.

Meet the Team
Meet the Team

Evensky & Katz/ Foldes Financial Wealth Management Company Directory

Find a Financial Planner Who's a Cool Cucumber
Find a Financial Planner Who's a Cool Cucumber

Don't panic, and look for an adviser who will look out for your best interests.

Clients Misbehavin'
Clients Misbehavin'

Nobel laureate Daniel Kahneman applies lessons from behavioral finance to client management.

Fiduciary Oath
Fiduciary Oath

Putting My Clients' Interest First

Firm Brochure Form ADV Part 2A & 2B
Firm Brochure Form ADV Part 2A & 2B

The brochure provides information about the qualifications and business practices of Evensky & Katz / Foldes Wealth Management.

questionnaire

Morningstar Risk Profiler Questionnaire
Morningstar Risk Profiler Questionnaire

A Risk Tolerance Questionnaire