Portfolio by De$ign
Portfolio by De$ign is a service aimed at investors who are in the wealth building phase of their financial lifecycle.
This is an excellent choice for anyone seeking guidance and direction to start a college education fund, to save for retirement, or to manage an IRA rollover or recent inheritance.
FNBLG will help create a customized portfolio of highly rated, no-load mutual funds tailored to meet your specific investment objectives.
- For investors in wealth building stage
- Make an investment plan
- Customized investments you help choose
- Start an education fund
- Save for retirement
- Manage an IRA rollover
While there is no dollar minimum to open a Portfolio by De$ign account, the accounts typically range in size between $25,000 and $300,000.
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
NOT FDIC INSURED
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE STATE NOR THE BANK