Matlock Advisors, LLC is an investment advisory firm that works with clients to fashion a portfolio that best meets their needs. We use risk tolerance, time horizon and knowledge of market conditions to design a portfolio that aims to provide clients with financial rewards. We pride ourselves on personal service and attention to detail.
For Individuals and Trust Accounts:
Purchases of equities listed on the US Exchanges
Purchases of municipal and corporate issues. Fixed Income securities are generally purchased for cash flow and held until maturity.
Purchases of Fidelity and non-Fidelity mutual funds from America’s best known investment companies
For those who qualify for option trading based on financial profile
Advisory fees are charged quarterly in arrears
Clients can request a discretionary or non-discretionary arrangement with the advisor.
Clients receive timely confirmations of trades and monthly account statements. Matlock Advisors, LLC also provides all advisory clients a year-end accounting of performance and supplemental information to support 1099 statements from National Financial Services, LLC.
For Small Businesses:
As a registered representative, Cheryle D. Kelley also sets up small business retirement plans, such as SIMPLE IRAs and SEP-IRAs. These plans are low maintenance and offer an easy way for small business owners to save for their retirement and provide a benefit for their employees.