Charles L. Stanley CFP® ChFC® AIF®
Author ~ Educator ~ Speaker ~ Wealth Manager
Special Report
How to Protect Yourself from being Madoff'd

I am glad you have chosen to get our Special Report: "How to Protect Yourself from being Madoff'd."

Too many people are unaware of some simple things they can do to protect themselves from crooks like Madoff and others who breach the trust given them by their investors. In this report you will learn:

  • How to keep your "advisor's" hands off of your money
  • Why you should never make out a check to your "advisor" when investing
  • How to protect yourself from ad-hoc investment decisions that could kill your portfolio
  • Where to get disclosure of conflicts of interest that could compromise your investment recommendations
  • The difference between a fiduciary standard and a suitability standard and why you should care
  • About the document that sets expectations and will allow you to hold your Advisor's feet to the fire
  • Why you should never invest in a "black box" proprietary strategy
  • The difference between a Broker and an Investment Advisor and why it matters

To get your copy of this Special Report, fill in the information requested below and you will receive your copy by email in a few minutes. So, sign up now and learn how to protect yourself from frauds and cheats like Madoff.


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