Don’t Know What To Do With Your Investments? We Can Help
Money can be made in this market – this bear market most likely has a long way to go. The first priority is to protect your current assets. You still have time to take defensive action.
Easy steps to get help fast:
- Call us or email us (see link at bottom).
- We can email or fax you a client profile document. You can use the document to provide any information that you feel can help us to do the best job possible in terms of protecting and growing your assets. You can email or fax the document back to us.
- We can schedule a time to talk via phone about your situation and concerns.
- You can fax, mail, or email your current statements to us. We can begin developing a stop-loss plan which balances the desire to capture the next countertrend rally with the need to limit downside risks. We will build an Excel file with prudent levels to watch.
- We can use your client profile document to help prepare the documents needed to establish accounts at our custodian, Schwab Institutional. We will also prepare the transfer documents and work with Schwab to get the process started. It takes about a week to transfer most accounts. Schwab Institutional, a division of Charles Schwab & Co., Inc, is a leading provider of custodial, operational and trading support for independent investment advisors.
- Visit our contact page.
