M FINANCIAL GROUP

Rose Street Advisors is proud to be one of only 140 independent firms to have earned membership into the prestigious M Financial Group, one of the country’s leading financial services design and distribution companies.

Rose Street Advisors and our fellow M member firms share the knowledge gained by representing the affluent market.  Having access to this shared data gives us access to distinctive financial solutions designed specifically for high-wealth individuals, business owners and executives.

This class enjoys longer life expectancy and lower lapse rates.  That, combined with the collective $1.3 billion buying power of all M member firms, allows us to offer our clients exclusive pricing, lower premiums and increased service enhancements.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. For more information on M Financial Group go to mfin.com.