LANDMARK DIRECT

important notice

You are now leaving the website of  Landmark Financial Advisors and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”) and available to you exclusively through Landmark Financial Advisors. Landmark Financial Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Landmark’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SWIA or a solicitation of any offer to purchase or sell any security.

You can contact Landmark Financial Advisors [270-782-9222] for help with the enrollment process. Or continue on your own using the following program key when prompted on the Institutional Intelligent Portfolios Let’s Get Started page.

Landmark Financial Advisors’ program key: SPYX


disclosure:

These materials have been independently produced by Landmark Financial Advisors. Landmark Financial Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”).
Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors sponsored by SWIA and available exclusively through independent investment advisory firms like Landmark Financial Advisors. Landmark Financial Advisors, not Schwab, is responsible for advising you on the Landmark Direct program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.