Money Management

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Sample Performace investment Report





Sample Report Disclosure

 

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