WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY
"We don't have to be smarter than the rest. We have to be more disciplined than the rest." Warren Buffett
WHAT’S YOUR MARKET STRATEGY?
About the “Exclusive Advisor” Investment Program Services
Ours is a totally unique approach that reveals up front all investment costs, documents performance, automatically re-balances portfolios at no additional cost and adds a low cost independent, third party custodian. We monitor client performance as well as new managers and financial services innovations on a national basis.
It has been said that “The devil is in the details”. We believe that axiom to be more accurate in the financial services profession than in any profession. We think that you will agree that the highly competitive nature of the industry tends to deliberately cloud investor understanding of the true cost and performance of all too many investment choices.
Client Introduction Process:
Meeting #1: The client signs our Regulatory Form, provides a copy of last year’s tax return and recent statements of all present investments at our first meeting. Data is gathered at this one-hour meeting to permit our analysis and enable us to create a Custom Proposal specific to the client’s needs, risk tolerance, and objectives.
Meeting #2: Our office generates a Letter of Engagement outlining implementation and completes a written Proposal. The Proposal includes a unique Investment Policy Statement and Investment Allocation appropriate to the investor’s needs. With mutual acceptance, Forms are completed to implement the program at this one-hour visitation. We then monitor and re-balance the portfolio as needed over time. Quarterly performance reports are supplemented by independent statements from the client’s third party custodian, (where all cash and securities are domiciled).
The Proven Investment Process…A Team Effort
Services for every life stage
Account types we service:
- Individual accounts
- Joint accounts
- Traditional, Roth, SEP and rollover IRAs, 401-k, 403-b
- Coverdell tax-free education savings account, (ESA)
- Corporate accounts
- Trust accounts
- Cost-effective variable annuities to defer taxes
- Common Stock
- Preferred stocks
- Global Investing
- Broad market indexes
- Global indexes
- Exchange Traded Funds, (ETF’s)
- Mutual Funds
History has demonstrated the value of investing to counter the three demons; Taxes, Required Minimum Distributions, (RMD’s) and Inflation.
Past performance does not assure future investment success. Investors may have varied results dependent upon the securities or mutual funds they are invested in, the alternative investments chosen, sales commission, management fees, and internal fund costs.