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We are a Registered Investment Advisor providing Investment Asset Management Services.
Active Investment Strategy. In the 1990's bull market, almost any investment provided a return, and the buy and hold concept was still strong. Its a very different market now and we think investment strategies, particularly the Long term buy and hold, are not likely to work in future markets. We think that old market leadership will remain just that, old. New market leadership will emerge and portfolios need to be positioned with the new market leadership. We believe that investments should be actively managed and monitored, not simply invested with a buy and hold concept.
We can design and manage an Active Investment Strategy to help you achieve your goals. Don't miss this opportunity. Call Today Key Benefits
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 | Professional Management of your accounts |
| Wealth Building |
| Personalized Services |
| Competitive Fees |
1. Design your plan.
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We will help you develop a personalized asset allocation plan by understanding your goals, objectives, needs and risk profile. |
2. Put the plan into action.
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We make trades in your account and oversee the investments in your account. |
3. Monitor the plan and investments.
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We will monitor the plan and investments to see what changes are needed to the strategy on track with your goals. |
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We will periodically review the investments and performance with you. |
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Periodically we will review your goals with you and adjust the portfolio toward any changes in your plans. |
What are our fees?
Our fees are based on the account value under our management, not on trading commissions. Thus, our incentive is to grow your account value instead of generating commissions from trading. Our fees are annual percentage billed monthly, based on the value of your account.
Portfolio Value Under Management. Annual Percentage
First $100,000 2.00%
Next $200,000 1.75%
Next $500,000 1.50%
Over $1,000,000 1.25%
For example, if we managed $250,000 and generated an annual return on investment of 12%, your account would have grown by $30,000 to $280,000. Our annual fees would have been $5,150. You net return would have been $24,850 ($30,000-$5,150).
Investment in stocks and mutual funds for potential profit is accompanied by the risk of loss of the entire investment. Past performance is not indicative of future results.
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