WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY
"In the long run, it's not just how much money you make that will determine your future prosperity. It is how much of that money you put to work by saving and investing it."
MONEY MANAGEMENT MADE EASY WITH OUR EXCLUSIVE "DIRECTLY MANAGED ACCOUNT"tm:
Our Registered Investment Advisory firm remains independent and focused on researching money mangers coast-to-coast.. We now have management agreements that feature hundreds of cost-effective money managers to fit any investor's needs. We choose only those money managers that avoid using mutual funds in their portfolios and those that subscribe to our philosophy of reducing cost for the client and avoiding "hidden fees". Our "DIRECTLY MANAGED ACCOUNT"tm is unique to our firm and describes the most efficient, direct management of stocks, bonds, Exchange Traded Funds, (ETF's), and cash,-no mutual funds! ( We know that the manager's use of mutual funds in portfolios simply adds another layer of management fees and attendant we avoid for our clients. (Please call for our free report on hidden mutual fund fees.)
We are a "FEE ONLY", (no sales commissions), Registered Investment Advisory firm that has since 1986 subscribed to a fiduciary responsibility that requires that our client's interests are first and foremost. In addition, our clients like not having to pay "sales commissions" while enjoying the use of independent, third party custodians to secure their securities and cash. They gain oversight from the money manager who re balances their portfolio as needed at no extra cost, the security of the independent custodian and our professional account oversight. In addition, client receive performance reporting with understandable statements and accurate billing ...all for one low annual fee that is tiered to afford volume discounts.
EFFICIENT REAL ESTATE INVESTMENT SIMPLIFIED:
We find that many clients wish to invest in select real estate. As vendor/sponsors of the Real Estate Investors Association we can meet that need as well with real property private banking and wholesale property acquisition plans. If you share our desire to diversify with real estate...we can help!
FOR MORE INFORMATION PLEASE CONTACT US AT 1-800-547-7888
Simply provide your statement copies and we will furnish a confidential and unbiased analysis.
We were all burdened at birth with price inflation and taxes at every level. The only long term solution is EFFICIENT investment at the earliest age possible. Research and Investment Efficiency are essential to any comprehensive investment plan. Our goal seeks to lower investment costs wherever possible to increase your “bottom line”.
- Together, we create your Financial Inventory Checklist and Risk Profile
- We provide a formal Proposal of recommended solutions for your consideration
- With your acceptance, funds are transferred to a third party Custodian and our oversight