Money Management

Example Individual 6%

Example Individual 8%

Disclosure

Disclosure

Investment Projection & Strategy Defined

• Evaluation of your current portfolio to determine missing investment sectors
• Selection and monitoring of all managers chosen in accordance with your strategy and parameters

Nationally Recognized Managers

• Manager selection may include both In-house money management using Mapato (a strategy for the patient accumulation and preservation of assets), as well as selection from a stable of nationally recognized managers.

The Patient Accumulation of Assets Using:

• Cash Alternatives
• Bond Alternatives
• Stock Risk Reduction
• Sector Management

Team Investment Credentials

• Series 65
• Masters of Business Administration
• Certified Financial Planner Professional
• Insurance Certifications