Ongoing Investment Advice

ONGOING INVESTMENT ADVICE TAILORED TO YOUR SPECIFIC NEEDS

Our ongoing investment advice service keeps investors up to date with monthly stock picks, the ticker symbols of specific companies that we will be buying or selling, when we will buy, and when we will sell a given company or ETF. We keep you up to date on what is going on in the markets, and explain why we chose to purchase shares of a particular company or ETF, and why we chose to sell shares of a company or ETF. We help you determine if certain stocks should go into a Traditional IRA, ROTH IRA, or a Brokerage Account, as not all accounts are created equal. We provide investors with every page of our playbook so we are all playing the same game, on the same field. There's no bait and switch here at Noble Street, we keep it 100 with all of our clients.

Ongoing Self-Directed Account Advice for the DIY Investor *$19 Monthly

Noble Street takes pride in our effort to capture EUM (education under management) instead of the industry's status quo of capturing AUM (assets under management). We encourage investors to get educated on the markets, equity selection, asset allocation, diversification and all things that help to eliminate the complexity of saving and investing for financial freedom. We help our clients accomplish this by providing Ongoing Self-Directed Account Advice for a *monthly fee of only $19.

Ongoing Self Directed Account Advice Services Include;

~ Asset Allocation Review

~ Current Portfolio Review and/or Creation

~ Risk Tolerance Assessment

~ Clarify Financial Goals and Objectives

~ Ongoing Financial Education

~ Quarterly Investment Reviews

~ Annual Portfolio Rebalancing

~ Phone and Email support

We provide Ongoing Investment Advice clients with phone support during regular business hours (Monday-Friday 9:00am-5:00pm), and email support is available outside of business hours.

Ongoing Self-Directed Account Advice Services may be terminated at any time. Noble Street reserves the right to terminate Services due to Clients' refusal to implement recommendations or for lack of participation in the processes. Upon termination of service, the fee will be prorated and any unearned fee will be refunded to the client.

*Noble Street and its Advisors are 3(21) Investment Advisor Fiduciaries and 3(38) Investment Management Fiduciaries as set forth by ERISA when helping participants in qualified retirement plans that are funded through payroll deduction and self-directed by plan participants (401K, 403B, 457 DEFERRED COMP, SIMPLE IRA, SEP) and also for non- payroll tax-deferred retirement accounts.

We also include monthly phone/video chat, as needed to review investment portfolio(s), help clients address financial changes and monitor, adjust and/or adapt your investment strategy as you experience Life Transitions.

*Clients can terminate ongoing advice services at any time with a 30 day notice. Noble Street reserves the right to terminate services due to Clients refusal to implement recommendations or for lack of participation in the processes. Upon termination of service, the monthly fee will be prorated and any unearned fee will be refunded to the client.

Request Your No Cost, No Obligation Conversation

Before investing, consider your investment objectives, risks, fees and expenses, including Noble Streets advisory fees. Past performance does not guarantee future results. This advisory service is not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Noble Street is not registered. Ryan C. Davis is an Investment Advisor Representatives offering Investment Advisory Services through Noble Street Wealth Management, LLC., a Registered Investment Advisor, member FINRA.

Noble Street Wealth Management and Noble Street are marketing names for The RSD Group, LLC., a State Registered Investment Adviser, member FINRA. Financial Planning and Consulting and Investment Management services are offered through Noble Street. Life and Disability Insurance, Annuities, Life Insurance with long-term care benefits, Long-Term Care Insurance and Employee Benefits are offered through Noble Street Financial, LLC., a licensed Life, Health and Accident Insurance Agency and affiliate of Noble Street.

In the course of assisting clients with constructing a comprehensive financial plan, Noble Street may recommend insurance products to a client, offered through Noble Street Financial, LLC. Clients are under no obligation to use Noble Street Financials' services and have the option to work with the insurance agent/agency of their choice. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial professionals. Not all products and services are available in all states.

The use of the term "Registered Investment Adviser" and description of Noble Street Wealth Management and/or our associates as "registered" does not imply a certain level of skill or training.

Check Noble Street's Background on FINRA's Broker Check

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