Have you ever wondered how your portfolio would perform if it was professionally tailored to you? We welcome you to try our TestInvest Service – offering the ability to view our perspective of your comprehensive financial planning and asset management.

Here’s how it works:

1. (1) Provide a current brokerage statement

1. (2) We will provide our investment recommendations for your comparison

1. (3) Quarterly, you will receive detailed, yet easy-to-follow reports allowing you to literally compare how your current investments and our recommendations have performed using Consolidated’s Fee-based InSight Management System

Over time, we anticipate you will see the value of our clearly defined and consistently applied due diligence process. TestInvest does not require any commitment on your part and is offered free of charge for a trial period exclusively at Consolidated Financial.