AgileInvesting recommends and manages diversified portfolios using exchange traded funds (ETFs).  An ETF is an index fund that trades on the stock market. Examples include ishares and SPDRs.
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Money Management

Professional money management services are offered through Agile Investments, a registered investment advisor.  Agile Investments' minimum account size is $500,000.

If you would like to learn more about Agile Investment's portfolio management services, please click on the following links:


Informational Brochure


Client Agreement




If you are having trouble accessing the above document, please complete the form below and we will mail you a complete package.  To speak personally with J.D. Steinhilber, President and principal portfolio manager of Agile Investments, please call 615.385.4909.

All information is kept private. Please provide the following information:

   

Name

Street Address

Address (cont.)

City

State/Province

Zip/Postal Code

Work Phone

E-mail

 

 

 

Required Disclosures:

                   1. Agile Investments only transacts business in states where it is properly registered, or excluded or exempted from registration requirements;

                  

                   2. Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

 

3. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.