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Under SEC and similar state rules you are required to deliver to clients and prospective clients a brochure disclosing information about your firm. Never created a brochure before?A simple brochure template for your travel agency business. The cover page ofyour brochure must state your name, business address, contact information,w ebsite address (if you have one), and the date of the brochure. This Brochure provides information about the qualifications and business practices of NEXT Financial. Brochure, dated January 1, 2020, has been prepared according to the U.S. Securities and. This Brochure provides information about the qualifications and business practices of Fiduciary. Part 2A: This brochure provides information about the qualifications and business practices of Family Wealth Advisory Group, LLC. The Comprehensive Managed Portfolio Service (CMPS) primarily utilizes low-cost funds instead of individual stocks and bonds. As part of our Comprehensive Portfolio Management service clients will be provided asset management and financial planning or consulting services.