Complete the form below and you will be sent a link to the risk assessment within 24 hours. You will be sent a link to MoneyGuidePro® where you will complete a risk profile. Your initial login will consist of your email address as your User ID and your last name and date of birth as a temporary password (LastMMDDYYYY).
Upon completion of the survey, a recommended model portfolio will be emailed.
ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Asset Allocation and/or Diversification do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
ATX Portfolio Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional.
Links to third-party web sites are provided as a convenience. ATX Portfolio Advisors, LLC does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by ATX Portfolio Advisors, LLC.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact ATX Portfolio Advisors, LLC at info@atxadvisors.com.