Investors Portfolio Services LLC

Investors Portfolio Services LLC, established on October 16, 2012, by Frank V. Gallo, offers asset management services on a discretionary and non-discretionary basis. The firm constructs and manages stock, bond, and mutual fund portfolios tailored to client goals. Investment advisory services are personalized based on individual needs and objectives, with clients directly involved in the strategy. Clients may impose restrictions on investments, and the firm participates in Altruist LLC's Model Marketplace. The firm may hire Sub-Advisors to manage client assets, with full discretion to hire and fire as deemed suitable. The firm provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary or ERISA 3(38) investment manager. Financial planning and consulting services are available, with fees ranging from $1,500 to $5,000 on a fixed fee basis. The firm also offers tax preparation services using Ultra Tax Software. Clients have the option to engage in discretionary or non-discretionary accounts, with the firm providing quarterly account reviews. Frank V. Gallo, the principal owner, holds a Bachelor of Science in Business/Economics and is a CERTIFIED FINANCIAL PLANNERTM. He has extensive experience in the financial industry and is also involved in other business activities, including insurance sales and tax preparation. Clients are encouraged to contact Frank for any questions regarding the firm's practices and services.