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The ProFolio Group, LLC is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified Financial Advisor, Tax Professional, or Attorney before implementing any strategy or recommendation discussed herein.

Disclaimer | Privacy Policy | ADV Part 2

Copyright ©2019 The ProFolio Group. All rights reserved.

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FREE retirement guides.

First Name*
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Who is...*
Who is...*
State of Residence*
Business Name
Number of employees
Total investable assets
Consent*
I have read and agree to the terms of the privacy policy.*

THANK YOU FOR YOUR INTEREST IN WORKING WITH THE PROFOLIO GROUP!

STEP 1:

Your answers will be used to pre-fill the Investment Advisory Agreement which will be e‑mailed for eSignature by SignNow shortly.

Upon signing, you will receive a completed PDF copy of the Agreement, along with required attachments – ADV 2A/B, Business Continuity Plan Disclosure & Privacy Policy. Please save this copy for your records.

*Opening an account with LESS than $5,000?

1 Step 1

2 Step 2

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- I have read and agree to the terms of the privacy policy.

STEP 2:

Click "Continue" to be directed to our custodian, Charles Schwab's website, for Account Opening and Investor Profile Questionnaire to determine your asset allocation.

Additionally, please do not forget to check your e-mail inbox for the Investment Advisory Agreement sent via SignNow.

Disclaimer: You are now leaving the website of The ProFolio Group, LLC (“Advisor”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”) and available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SWIA or a solicitation of any offer to purchase or sell any security.
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