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Philosophy

We look upon our obligation to manage your money as the most serious responsibility that exists. The Wall Street Money Management Group, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission and other state securities commissions. The Wall Street Money Management Group manages money on a discretionary basis for individuals, institutions, pension trusts, profit sharing plans, KEOGHs and IRAs. The Wall Street Money Management Group does not handle cash directly. Deposits are made into an account established in the investor's name, and over which the investor maintains full control - including the right to withdraw funds at any time.

To open an account, please call 1-800-STOP-RISK

Account Forms

Acrobat Reader is required to read and print the account forms. If Acrobat is not installed on your computer, you can download it for free, just click the button below.

REQUIRED ACCOUNT FORMS:
New Account Form
Client Account Agreement Form
Joint Tenancy in Common Form
IRA Account Form
Roth IRA Account Form
Account Transfer Form

REQUIRED ACCOUNT AGREEMENTS:
About Your Capital Preservation Managed Account Agreement
Investment Advisory Agreement
Performance Fee Addendum Agreement

NOTICE TO CUSTOMERS

Important Information About Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see and make duplicate copies of your drivers license or other identifying documents.