CFG Wealth Management – Portfolio Reallocation and Rebalancing Transactions

Dear Client:

As we discussed in our most recent email communication to you, we have executed reallocation and rebalancing moves in managed accounts that are not on a recurring income distribution schedule or where there has been a withdrawal within the past several months. Again, those portfolios will be rebalanced at a later date, as we feel it will still be advantageous to continue creating cash to fund withdrawals from bonds and other more defensive asset classes.

If you have not already, you will soon be receiving mailed transaction confirmations or confirmation notices via email on the reallocation trades that were made. If you have any questions on the moves or would like more information on what was done, please don’t hesitate to contact us.

The market has continued to be volatile into May and we understand that nerves are a bit frayed for many of you. If you would like to discuss your accounts, the market or anything else, please be sure to call our office at (858) 550-3960 or (800) 884-5121. Rest assured that we are here working hard each day on your behalf as the market works through its current challenges.

 

Sincerely yours,

 

Graydon Coghlan, CRPC – President/CEO
Registered Representative, Securities America, Inc.
Financial Advisor, Securities America Advisors, Inc.
CA Insurance License #0B31440

 

4370 La Jolla Village Drive, Suite 630

San Diego, CA 92122
(858) 550-3960 (phone)
(858) 550-3969 (fax)

www.cfgwmt.com

Securities offered through Securities America Inc., a Registered Broker/Dealer Member FINRA/SIPC, Advisory services offered through Securities America Advisors Inc., an SEC Registered Investment Advisor, CFG Wealth Management and Securities America are not affiliated.  Trading instructions sent via e-mail may not be honored. Please contact my office at (858) 550-3960 or Securities America, Inc. at (800) 747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.  05/22

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