"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"®:
Our Registered Investment Advisory firm remains independent and focused on cost efficient money management coast-to-coast. Our "DIRECTLY MANAGED ACCOUNT" ™ 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 use of mutual funds in portfolios simply adds another layer of management fees and attendant expenses we avoid for our clients. (Please call for our free report on hidden mutual fund fees.)
Taxable Accounts are "Tax Managed":
Our firm applies tax management strategies that minimize taxes on all taxable accounts. When securities are sold, our system maximizes the tax benefit by scanning across all of our individual client portfolio holdings.
We are a "FEE ONLY": (No sales commissions are charged), Registered Investment Advisory firm that has since 1986 subscribed to a fiduciary responsibility standard that requires that our clients' interests are first and foremost. In addition, our clients enjoy the use of independent, third party custodians to secure their securities and cash. They gain oversight from our money managers who re-balance their portfolio as needed at no extra cost, the security of an independent custodian and our professional account oversight. In addition, clients receive performance reporting with understandable statements and accurate billing ...all for one low annual retainer fee that is tiered to afford volume discounts.
FOR MORE INFORMATION SPECIFIC TO YOUR NEEDS PLEASE CONTACT US AT 1-800-547-7888
Simply provide your portfolio 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”. Please contact us if you desire a structured portfolio specific to your needs.
- 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
- Our management begins at this point and you have access to your account 24/7/365 days a year!