Lower Costs, More Benefits, Better Value!
Our managed account advisory fee is below average. Moreover, our investment management has notched above average long-term returns.
Our Risk Managed Portfolio Program™ investment process seeks to mitigate reasons why investors do not do well:
Neglectful…lack the time…the expertise
Fail to build a diversified portfolio
Buy high & sell low, chase performance
Our investment management applies Nobel Prize investment concepts and a research driven process to build and manage a suitable diversified portfolio for you. We enhance portfolio construction and management by investing in stocks, bonds, and a broad array of ETFs. Lastly, we spend our day researching factors that impact your portfolio, and make, what we believe to be, appropriate adjustments.
Its time to put a price tag on what you’re doing. Our day-to-day care and attention given to your account just might be what’s missing from your investment management.
Contact us if you would like a free portfolio review.
· Enhanced portfolio construction and management
· Upgrade to a highly qualified Portfolio Strategist
· Ongoing account supervision and management
· Web based account information
· Account performance report
· Market and portfolio updates
· Plan-To-Enjoy Life financial and retirement planning...no charge for clients!