Services Offered

 Building a strong relationship with my clients requires regular and consistent contact. As my client, we will meet on a regular basis to review the performance of your portfolio, discuss any changes in your financial circumstances, and make the appropriate adjustments to your investments to ensure a proper asset investment mix. As a minimum, we will meet annually for the review, more often if needed or desired by you, my client.

I have all the pertinent investment products and analytical tools at my disposal to make sure that you are not only properly invested but also properly protected through asset diversification using the following products and services:

• Morningstar portfolio overlap programs
• Investment management
• Retirement & income planning strategies
• Estate conservation
• Tax-free bond portfolios

Part of developing  a sound financial program that fits you, is determining your tolerance for risk. If this is something you have never done before, please feel free to take our short Risk Profile Questionnaire (click here). I would be happy to review it and contact you with the results and my recommendations for you as an investor.

You can print the Risk Profile Questionnaire, complete it and then return to me by faxing to 616-538-3360 or by mailing to: Royal Securities Co., Attention: Dave Moelker, 4095 Chicago Drive SW  Suite 120, Grandville MI 49418.

You can also complete the form online, save the completed form to your computer and then attach to an email and send to me at dmoelker@royalsecurities.com.