It has come to our attention that your mutual fund account was originally serviced by a representative who is no longer affiliated with The Leaders Group, Inc. We believe your account would benefit from the guidance of investment advice, and to remedy this situation, we offer the opportunity to transfer your account to Starlight Portfolios. Starlight Portfolios is our affiliated online investment advisory platform offered through our registered investment advisor – TLG Advisors, Inc. Starlight Portfolios allows investors, like you, access to a professionally managed mutual fund portfolio with investments chosen to match your goals and objectives.
In 15 minutes or less, you can transfer your account and create a portfolio based on your current financial goals as identified by your answers to our risk profile questionnaire. You will have access to your portfolio from any place, at any time. All with the ease of technology to facilitate account processing. The ability to plan for retirement or other financial goals is at your fingertips with Starlight Portfolios.
To open your Starlight Portfolios account, please click here or contact us at (844) 221-5254. If we do not receive a response from you, your account will not benefit from any advice or review and will continue to be invested in the same funds and allocations as it is currently invested.