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Portfolio Review

Our Delta Trust Financial Advisors provide you with a complimentary investment portfolio review. Through our review we will develop a picture of your current portfolio and be able to identify strengths and weaknesses, pitfalls and opportunities.

Produced by Delta Trust’s qualified team of investment strategists, your investment portfolio review report will include:

A detailed description of the equities in your portfolio
An opinion on the structure of your portfolio
A detailed summary with our recommendations for your portfolio

For more information, please contact James Alger, President of Delta Trust Investments, Inc., at 501.907.2297 or 877.349.9333 or jalger@delta-trust.com.

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Not Insured by FDIC or any Federal Government Agency. May Lose Value. Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate.

Any customer who should happen to be dissatisfied with the service provided by Delta Trust Investments, Inc., is invited to write to:
James Alger, President, Delta Trust Investments, Inc. | P.O. Box 17607 | Little Rock, AR 72222 | 501-907-2297 or 1-877-349-9333, or Email James Alger.

Delta Trust Investments Inc. is a member of FINRA* and SIPC*
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