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Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC | 207.318.7132

Knox & Downing Advisors, Portland, Maine. Provides custom investment and financial management solutions to clients. 207-523-3494 johnk@kda-asn.com johnd@kda-asn.com

http://www.kda-asn.com/

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Advisory Services Network, LLC

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Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC | 207.318.7132 | kda-asn.com Reviews
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Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC | 207.318.7132 | kda-asn.com Reviews

https://kda-asn.com

Knox & Downing Advisors, Portland, Maine. Provides custom investment and financial management solutions to clients. 207-523-3494 johnk@kda-asn.com johnd@kda-asn.com

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1

Investment Advice and Wealth Management Services Based on Your Individual Needs | Long Term Financial Plans | Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC

http://www.kda-asn.com/personal-services-wfees

Business and Service Continuity. Our Approach to Personal Service. By working with you to thoroughly understand your financial situation, develop a strategy and build and manage your investment portfolio, we fully expect to build a long term, productive relationship. Please contact us if you would like to discuss your investment needs in more detail. First $0 to $500,000 in market value @ annual rate of 1.00%;. Next $500,000 to $2,000,000 in market value @ annual rate of 0.50%;. Portland, Maine 04101.

2

Knox & Downing Business and Service Continuity | Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC

http://www.kda-asn.com/firm/business-service-continuity

Business and Service Continuity. Business and Service Continuity. Advisory Services Network, LLC. 1040 Crown Pointe Parkway, Suite 840. Atlanta, GA 30328 ph: 770.352.0449. 2014 KNOX and DOWNING ADVISORS. A Member of Advisory Services Network, LLC. Portland, Maine 04101. Office: 207.523.3494.

3

Knox & Downing Advisors Provides Customized Investment Advisory and Wealth Management Services | Investment Strategies and Solutions, Portland, Maine | Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Se

http://www.kda-asn.com/firm

Business and Service Continuity. Knox and Downing works with each client to craft a financial management plan suited to their individual needs. As an independent firm, Knox and Downing is focused solely on the best interests of the client and can freely choose whatever investment strategies or solutions best fit the individual needs of the client. Contact us for a review of your investment plans. Advisory Services Network, LLC. 1040 Crown Pointe Parkway, Suite 840. 2014 KNOX and DOWNING ADVISORS.

4

Knox & Downing Maine Based Investment Advisor Representatives of Advisory Services Network, LLC | Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC

http://www.kda-asn.com/firm/structure

Business and Service Continuity. Advisory Services Network, LLC. 1040 Crown Pointe Parkway, Suite 840. Atlanta, GA 30328 ph: 770.352.0449. 2014 KNOX and DOWNING ADVISORS. A Member of Advisory Services Network, LLC. Portland, Maine 04101. Office: 207.523.3494.

5

Investment Philosophy | Long Term Investing and Risk Management | Knox & Downing Portfolio Managers | Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC

http://www.kda-asn.com/investment-philosophy

Business and Service Continuity. When the client’s investment objectives dictate the use of fixed income investments, we typically build a core bond portfolio using individual high quality government, agency, corporate, or municipal bonds. Generally our bond portfolios are constructed with laddered maturities and maintained with relatively short durations. Where appropriate, we may use bond mutual funds and exchange-traded funds when these investments seem more appropriate for an individual client.

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Knox & Downing, Investment Advisors and Wealth Management | Portland, ME A member of Advisory Services Network LLC | 207.318.7132

Business and Service Continuity. Maecenas vitae nulla consequat libero cursus venenatis. Aliquam erat volutpat. Sed quis velit. Nulla facilisi. Nulla libero. Vivamus pharetra posuere sapien. We welcome the opportunity to review your financial situation with you. For a consultation regarding your individual investment goals or to learn more about Knox and Downing Advisors please enter your e-mail address in the contact field below. Knowledge, Experience and Dedication to the Client. John C. Knox, CFA.

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