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06/18/2000 Meeting Minutes (2)
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06/18/2000 Meeting Minutes (2)
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Legislation-Meeting Minutes
Document Type
Meeting Minutes
Date
6/18/2000
Year
2000
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Does recent. market volatility <br />rnake you wish you had a tearn of <br />professionals rnanaging your portfolio? <br />Iilow you can, zuith the Merrall Lynch Consults° <br />discretionary porl folao management service. <br />The Merrill Lynch Consults° Service provides you with: <br />• Review of your investment strategy, risk profile and investment objectives <br />• Access to experienced professional investment managers <br />• Day-to-day discretionary portfolio management <br />• Merrill Lynch transactions <br />• Goal monitor'ing with a comprehensive, quarterly performance statement <br />• A customized Merrill Lynch Priority Client Statement <br />• Merrill Lynch's continuing review of the Consults managers <br />• $100, 000 Minimum Investment and a$1,000,000 Net Worth Required. <br /> The professional <br />TOPIC: Professional Asset Management <br />with Merrill Lynch Consults guidance of your Financial <br />DATE: Wednesday, June 20, 2001 Consultant and all the <br />' <br /> Consults services listed <br />TIME: 6:30 p.m. Complimentary dinner. above are available for one <br />PLACE: Blake's Seafood Grill convenient annual fee, <br /> 17 River Street <br />Chagrin Falls, Ohio <br />based on the value of your <br />GUEST Consults investments. To <br />SPEAKERS: I'aul Weinberg, Director put Merrill Lynch and the <br /> Spears, Benzak, Salmon & Farrell Consults investment man- <br /> Toni Sweet, Regional Manager <br />Lord Abbett & Co. <br />agers to work for.your. <br />SPEAKER: M.E. Zweig, Vice President portfolio today, call our <br /> The Zweig Group of Merrill Lynch office to reserve your place <br />RSVP: Jacki Abookire at 1-800-999-3983 ext. 6774 at our upcoming seminar. <br />Space is limited, so please make your reservations as soon as possible.
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