950 Northgate Drive,
San Rafael, CA 94903
Email: firstname.lastname@example.orgOrders for the purchase or sale of securities cannot be accepted via e-mail. Please telephone our offices.
Securities Investor Protection Corporation
Financial Industry Regulatory Authority
Dear Prospective Client:
Worry less, enjoy life more.
I personally promise to be available to our clients for personal meetings or phone calls. I promise to always put your interests before our own. The individual investments in your account will be well thought out and risk will be prudently assessed. I will work hard to make your investment experience rewarding rather than agonizing. I encourage you to contact me if you have any concerns, whatsoever, regarding our level of service, portfolio management, trade execution, or performance reports. I can be reached at (415) 472-1445 or toll free at (888) 472-1430. My e-mail is email@example.com.
The staff of McClurg Capital and I look forward to earning your confidence and establishing a lasting relationship.
David G. McClurg,