Program Overview

Before you begin

Thank you for your interest in the Guzman Portfolio Management Program. The program is full of information and easy to use online portfolio management tools. Please call 305-374-3600, Ext. 152, for a free demonstration.

Five Easy Steps to Long-term Success

1. Investor Profile Questionnaire

The purpose of the Investor Profile Questionnaire is to help you and your Guzman consultant determine a long-term investment strategy that is right for you. Your responses to the questions will provide insight as to your investment time horizon, your return expectations and your tolerance for market risk. 

2. Model Portfolios

The program offers five professionally designed Model Portfolios featuring time-proven mutual funds. The Model Portfolios are a prudent and convenient way to implement the investment strategy that you and your consultant determine is suitable for you. 

3. Portfolio Returns

The Portfolio Returns page displays the hypothetical returns for the five Model Portfolios along with the hypothetical returns for Custom Portfolios generated by using Step Four. Hypothetical returns are displayed for 3yr, 5yr, 10yr and year- to- date periods.

4. Custom Portfolios

The Custom Portfolios feature is an online portfolio management tool for investors who wish to create their own portfolios. With this feature you can quickly and easily allocate up to twenty different funds into any combination you wish.  You can then view your hypothetical Custom Portfolios returns on the Portfolio Returns page along with the Model Portfolios returns.

5. Getting started

Get started with or learn more about the Portfolio Management Program by calling
305-374-3600, Ext. 152, for a no obligation demonstration and a brief conversation. The objectives of this initial contact are to familiarize you with the online tools that are available to you, answer your questions, thoroughly explain the costs, and determine if our services are right for you. If you decide to proceed, we will establish your account and help you select the investments that are right for your portfolio.

Please be advised that Guzman & Company is registered to conduct business in the states listed below and that our services are limited to legal residents of those states. Guzman & Company is registered in: AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MD, MA, MN, NV, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA.