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Mallard Financial is your partner in financial planning and investment management.

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Mallard Financial | Home | mallardfinancial.com Reviews

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Mallard Financial | Philosophy

http://www.mallardfinancial.com/philosophy

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Moderation is an investment virtue. We recommend that a globally balanced approach be taken, within the limitations of the Investment Policy Statement, and that this approach be followed when it is easy and when it is hard. This means adding to stocks when they are falling (with no end in sight), and selling stocks when they seem to go nowhere but up. While we believe that if it ain’t broke, don’t fix it, with portfoli...

2

Mallard Financial | Literature

http://www.mallardfinancial.com/literature

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Market Reviews and Alerts. January 2016 - Alert. June 2016 - BrExit.

3

Mallard Financial | Services

http://www.mallardfinancial.com/services

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Platinum and Gold Both Offer:. High- quality management of your investment accounts. Tax- and cost-efficient investing. Asset allocation to match return/risk goals. Quarterly reporting, and quarterly newsletters including a Market Review and Outlook. Creation of an Investment Policy Statement customized to your needs. Access to any of the services we provide. Incorporation of accounts at multiple custodians.

4

Mallard Financial | Team

http://www.mallardfinancial.com/team

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Susan E. Lehnerd, CFP, CDFA™. Director of Financial Planning. Susan E. Lehnerd is Mallard’s Director of Financial Planning. Susan and her team provide comprehensive financial planning to individuals. Susan is an affiliate member of NAPFA. National Association of Personal Financial Advisors, a national fee-only organization. She provides free courses related to divorce through the Delaware Money School. To individuals f...

5

Mallard Financial | Fees

http://www.mallardfinancial.com/fees

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Platinum and Gold Fees. Fees are calculated as a percentage of Assets Under Management (AUM), calculated at the end of the quarter, based on the AUM at the end of the quarter. The minimum quarterly fee for a Platinum account is $1,000, and $400 for a Gold account. First $1,000,000. Next $2,000,000. Next $3,000,000. Next $4,000,000. Over $10,000,000. 2,900 / qtr.

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Mallard Financial | Home

Glass Lewis Proxy Paper™ Guidelines. Glass Lewis Proxy Paper™ Shareholder Initiatives. Building your financial security. We are a Fee-Only firm. Mallard Financial specializes in solutions. Whether you are seeking financial planning, investment management, or both, we are ready to lend a hand. Learn more about our philosophy to see if it aligns with your needs and goals. Financial planning and investment management complement each other. We use them both to help our clients reach their goals.

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