1. Focused | Disciplined | Patient
I n v e s t P r o f e s s i o n a l l y
© 2015. All rights reserved.
A NEW WAY TO INVEST
PortfolioPro.com
Disclaimers
Each PortfolioPro.com portfolio may pursue a combination of
investment objectives, such as capital preservation, income, and
capital appreciation. Past results are not indicative of future
performance. Investment results are not guaranteed and each
portfolio carries the risk of loss of principal. Each client's portfolio
performance will vary depending on market conditions, among other
factors, when the client invests in a portfolio. Portfolios are subject to
stock market risk, interest rate risk, exchange rate risk, volatility and
socio-economic risk in emerging markets, which are more risky than
developed markets. PortfolioPro.com's founder has personally
subscribed to and invested in each portfolio. PortfolioPro.com utilizes
an independent FINRA registered broker-dealer to custody client
accounts. Investment services offered to NC & SC residents only.
Information provided is for reference only.
A Registered Investment Advisory firm (NC & SC)
PortfolioPro.com offers six unique
investment portfolios that are available
to ALL clients.
Each portfolio offers a different level of
risk so you can choose one or ALL six!
You enjoy complete flexibility to add or
remove money any time.
Your account is 100% secure held at
an independent custodian brokerage.
There is no preferential treatment as all
portfolios are offered to each client.
There is NO account minimum so you
can start investing with a small balance.
PortfolioPro.com
(704) 266-0080
www.portfoliopro.com
PortfolioPro.com
LOW ANNUAL FEES
NO MINIMUMS
COMPLETE FLEXIBILITY
PROFESSIONAL MANAGEMENT

2. SIX CHOICES
Choose 1, 2, 3....or all 6 investment
portfolios for the same low fee.
FOCUSED MANAGEMENT
Our six focused portfolios are managed
continuously - not just once a year!
WHAT’S THE BIG DEAL?
Well, we invest in the SAME portfolios
as our clients do. In other words, we
follow our own investment advice. We
are also 100% independent so we can
offer objective investment management.
Finally. Now you can manage
your investments professionally
without having to worry about
excessive fees.
Lowest Risk - 13 Holdings
Objective: Short-Term
Holding up to one-year period
Low Risk - 11 Holdings
Objective: Capital
Preservation + Some growth
Moderate Risk - 18 Holdings
Objective: Equal allocation in
four key asset classes
Medium Risk - 16 Holdings
Objective: Appreciation and
some current income
High Risk - 100 Holdings
Objective: Appreciation with
select 100 well-known stocks
Highest Risk - 25 Holdings
Objective: Maximum capital
appreciation with high risk