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NCA Investment Research Committee

NCA Investment Research Committee

The NCA 14 persons Investment Research Committee is divided into five sub-committees or teams, each with its own leader. Each team meets on a regular basis.

Each team or sub-committee is charged with filtering the investment universe to select those investments which provide the best risk-adjusted performance, measured by a number of important factors including market performance and average rates of return. Each team tracks their recommendations following defined guidelines with regard to both initial investment selection as well as continual monitoring of investments.

Our investment universe includes a wide range of diversified investments chosen to meet each client’s goals. It is our belief that consistency of return is as important as rate of return.

The Investment Research Committee provides information about the market for our quarterly conference calls.

If you have any questions regarding the Investment Research Committee, please contact your advisor.

The advisors of NCA Financial Planners are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI and WVA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Financial Planners of Cleveland, Inc., conducting business as NCA Financial Planners, is a registered investment advisor registered with the SEC. Financial Planner of Cleveland Inc. and NCA Finacial Planners are not affiliated with Royal Alliance Associates Inc.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.