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Manager Profile

Guided Retirement Services

John Danz

210 Park Avenue

Towson, MD 21286

phone: (800) 583-6874

fax: (410) 583-7053

toll free: 800-523-6874

email:

Manager Overview
Two Levels of Service: Fund Selection- Helping participants select approriate funds with employer sponsored plans. Personalized Retirment Income Planning - Design and manage investment programs to support financial needs in retirement.
Experience & Disclosure
Work Experience:	Chief Investment Officer & CEO Wealth Asset Management, Inc. 1984-2010
Academic Background:	B.S. Virginia Polytechnic & State University Univ. of Virginia, The Darden School, Investment Seminar Ibbotson $ Associates, Chicago, IL
Services
Types of Investments:	Balanced Portfolios Retirement Investment Management Retirement Income Planning
Qualifications
Certifications, Accreditations and Designations:	Member, Financial Planners Association Leturer, Finance Department, Towson University Approved by: - TIAA-CREF - DFA Funds - Fidelity Investments
Number of Advisors in Office:	2
Advisor's Number of Clients:	107
Assets Managed by Advisor:	$22,000,000
Compensation
New Client Minimum Portfolio Size:	None
Fee:	1.00%
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Prepared by: John Danz
Created on: 05/06/2010 11:23 am est

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