Page 1 - GTMF 2024 Season Program

PASSIVE INCOME FOR ACTIVE LIFESTYLES 2024 Grand Teton Music Festival

We specialize in the management of tax-exempt municipal bonds, corporate bonds, US Treasury securities,

preferred stock, and high-dividend common stock, all with the goal of producing tax-efficient passive
income for our clients.

Coordination counts. Low fees keep more of our We act as fiduciaries.
Coordinating tax planning and clients’ money in their pockets. As a registered investment advisor,
financial planning with portfolio Our annual investment advisory fee we act and provide investment advice
management contributes to is a modest 0.36% (36 basis points), in the best interest of our clients.
financial success. Holistic
less than most investment advisors.
coordination is an important Uniquely qualified.
Client accounts are held at Charles
part of our recommendations
Schwab and Fidelity Investments, Locally based.
and decisions.
both known for their low costs and
easy-to-use client websites.

David N. Elan, CFA, CFP® Elizabeth W. Millet
Managing Member & Portfolio Manager Portfolio Manager
2024
david.elan@incomefocus.com liza.millet@incomefocus.com

June 27-August 17

Music Director Sir Donald Runnicles

Jackson Hole, Wyoming
season 63