Copywriter Collective - Pamela - American copywriter, Grand Rapids

1. Managing today
for a better
tomorrow.

2. Creating, growing and preserving
substantial wealth is a complex process
that cannot occur quickly or easily.
It requires constant vigilance,
a nurturing, watchful eye, and
a keen sense of timing to detect
and anticipate market cycles.

3. Benchmark Trend Analysis is
MRK | Asset Management’s proprietary
investment process, which combines
fundamental and technical market analysis
with a quarter-century of experience­—
strategically positioning portfolio assets
for optimal long-term growth and reward.

4. By carefully monitoring market cycles,
and analyzing industry sector trends,
we manage clients’ portfolios to take
advantage of market fluctuations,
seeking superior results and a greater
cumulative rate of return, based on
a clients’ personal portfolio strategy.

5. Cycles are part of nature. We may seek to
preserve assets by moving them to a cash
position, thereby potentially avoiding the
results of drastic downturns in the market.
Our actions are rooted in a thorough
understanding of each client’s individual
lifestyle, investment perspective and
overall goals and aspirations.

6. At MRK | Asset Management, our mission
is to work with and serve clients over time,
to build and grow beneficial portfolios,
one rung after another, seeking optimal
rates of return in a tax-efficient manner,
season after season, year after year.
We make the fruits of your labor serve you.

7. Complete financial services:
Investment Products and Services Planning
Tax Planning
Financial Planning, including Capital Needs Analysis
Business Planning
Real Estate and Mortgage Analysis
Cash Flow Management
Purchase Recommendations
Retirement Planning
Estate Planning
Education Savings Planning
Insurance Planning
Portfolio Creation and Management
Michael R. Karolle
Investment Advisor Representative
Aric Carpenter
Registered Representative
4081 Cascade Road SE, Suite D
Grand Rapids, MI 49546
616 957-3740 Phone
616 967-7065 Fax
www.mrkassetmgt.com
Securities offered through Sigma Financial Corporation
Member FINRA/SIPC
Registered Investment advisory services offered through Sigma Planning Corporation,
a registered investment advisor