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Portfolio Monitoring

AFS Investments offers Monitoring Services to Individuals and Businesses for their investment accounts.

These services include daily monitoring of account balances, transactions and performance which is then reported to the client.

Monitoring is a vitally important aspect of any successful investment program in that it allows the investor timely information to make investment decisions.

Performance Monitoring is a vital part of any successful investment program. In today’s rapidly changing economic environment combined with technology that provides instant feedback, investors can no longer just “set it and forget it” when it comes to their investment accounts. They need to constantly be comparing performance, checking allocations, and revisiting strategies to make sure they are current and relevant.

AFS Investments Portfolio Monitoring Services does just that.

Investors accounts are registered with the platform to allow daily downloads of all transactions and account balances. From that data, proprietary software is utilized to run many different reports from which progress can be graded and comparisons can be made.  With this information, the investor can make educated decisions in regard to the account, and be tactical in their approach rather than passive.

Clients of AFS Investments Portfolio Monitoring Service don’t necessarily have to be utilizing AFS Investments investment strategies.

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Copyright 2020 Investment advisory services offered through Andrade Financial Services, Inc., doing business as AFS-Investments, a Registered Investment Adviser registered in the State of California. Custody services and other brokerage services provided to clients of AFS-Investments are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Andrade Financial Services, Inc. (dba “AFS Investments”) is a state-registered investment adviser located in Orangevale, California. AFS Investments is registered in the state of California and in compliance with the current registration requirements of the states in which AFS Investments maintains clients. AFS Investments may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AFS Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AFS Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as AFS Investments solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by AFS Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of AFS Investments’ current written disclosure statement discussing AFS Investments’ business operations, services, and fees is available from AFS Investments upon written request. AFS Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked toAFS Investments’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. • [website design]