Select Money Management, Inc.

Select Money Management, Inc. is a registered investment advisor offering Tactically-Managed Model Portfolios through their Wrap Fee Program. The firm serves as the sponsor and investment manager for the Program, which is a fee-only investment management program offered on a discretionary basis. Portfolios are created using separately managed accounts with mutual funds, exchange-traded securities, and individual stocks. Clients have limited discretionary capacity, allowing the firm to choose when to execute trades. The Tactically-Managed Model Portfolios require a minimum investment of $25,000 to $100,000, depending on the model selected, with custom strategies available. Fees are based on a tiered structure depending on the account value, ranging from 0.70% to 2.20% annually. The firm may waive minimum requirements at its discretion. Select Money Management, Inc. offers portfolio management services to individuals, high net worth individuals, businesses, and various entities. The firm employs fundamental and technical analysis, cyclical factors, and considers the strength of management teams in its investment strategies. The firm has a Privacy Policy in place to protect customer information and offers clients the option to limit information sharing with affiliated and non-affiliated companies. Clients can contact the firm during business hours for any inquiries or concerns.