Second Opinion Service

ITI Financial Management provides you with a free no obligation second opinion service on your existing investment portfolio. We analyze your portfolio using the latest Morningstar investment management software and provide you a written report. This analysis considers the following:

Your goals

Your time horizons

Your risk tolerance

Performance of securities

Expense of securities/funds

Appropriateness of the securities

To arrange for this service please contact us at 417-889-2550 or 1-877-889-2660 or email us at
tkennedy@itifinancialmgt.com

About iTi Financial Management

ITI Financial Management is a fee only, non commissioned Registered Investment Advisory (RIA) firm located in Springfield, Missouri, managed by Troy Kennedy, Principal/Advisor. Presently we manage approximately $90 million for over 200 accounts. After 17 years as a shareholder/executive vice president with Springfield Trust & Investment Company, Troy Kennedy founded ITI Financial Management in 2009 in order to provide the highest level of personalized investment management and financial planning services to clients. There are no fees to hire ITI nor are there any fees to terminate the relationship. It is truly a partnership with each client. The firm is a registered investment advisor with the states of Missouri and Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

4650 South National Ave., Suite A-1
Springfield, MO 65810

Phone: 417-889-2550

tkennedy@itifinancialmgt.com

Monday - Thursday: 8:00am - 4:00pm
Friday: 8:00am - 3:00pm
Saturday - Sunday: Closed