4Thought Financial Group provides a suite of investment portfolio management and financial planning services to private clients and partnered firms. The core services available to you as a private client or partnered CPA are full-service technology-enhanced financial planning, and High-Impact Low-Cost investment advisory services. 4Thought is an SEC Registered Investment Adviser (RIA). As a member
of the advisory or institutional community, we are pleased to provide you with High-Impact Low-Cost Separately Managed Account (SMA) strategies. 4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®)*.
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Investment advisory services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training.
*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). The verification report and policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. GIPS-compliant performance information for 4Thought's strategies may be obtained by email at [email protected]; on the 4Thought website at https://www.4tfg.com/performance-requests; or by phone at (516) 300-1617. The information provided by 4Thought is educational only and is not to be interpreted or construed as investment or tax advice. This is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This information is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
