LANDMARK DIRECT
important notice
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disclosure:
These materials have been independently produced by Landmark Financial Advisors. Landmark Financial Advisors is independent of, and has no affiliation with, Schwab Performance Technologies, 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 Schwab Performance Technologies 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.