You offer family and friends of clients the Janiczek Model Portfolio Solution for no fee. What is this?
We created the Janiczek Model Portfolio Solution™ to assist family and friends of our company and clients. It is a free by invitation only model portfolio solution for those who have smaller accounts and want to benefit from some of our investment expertise. We have a separate brochure on this, and we are happy to provide it to clients interested in helping a family member or friend with this solution. The services that come with this model portfolio are limited, but they may be just what a family member needs to get on the right track.
