YOUR INVESTMENT COACH

                     We Offer Education, Guidance and Advice to the Mutual Fund Investor

• Do you have a 401(k), 403(b), TSP, IRA or personal account with mutual funds?
• How do you decide which of the mutual funds offered by the plan or firm are best for you?
• After you choose which funds to buy, how much money should you put into each one?
• What percent of your future payroll contributions should go into each fund?
• Are your investments really suitable to your individual investment profile and objectives? 
• How risky are the funds you own, or are thinking about buying? 
• How much overlap of individual stocks is there in the funds you own? 
• How do you re-balance your portfolio as you age, and/or your investor profile changes? 
• Do you need assistance in making these choices and decisions? 
• Do you think your account is too small for professional help? 
• Do you think the large fees charged by other advisers are too much for your budget?

   

  Your Investment Coach can help with all these questions and more. We offer independent, objective investment guidance and advice for the mutual funds in your 401k, 403b, TSP, IRA, or personal investment portfolio.

  Our consulting services are designed for the mutual fund investor who occasionally needs assistance, and does not want to pay big commissions or continuous quarterly management fees.

   

   

REMEMBER

     Investing for your future has to be done with great care and thought. You will probably spend 20 to 30 years in retirement, living off of your nest egg. You won’t get a second chance to do it right.

     According to a recent survey, most individuals (especially small investors) do not fully understand the securities market. They usually lack the knowledge to make sound mutual fund choices for their account. They are more inclined to make their investment decisions based on a fund’s past performance as described in the available information provided by the plan administrator or the mutual fund company.

     Your Investment Coach can help you go from being a confused investor to being a confident and comfortable one.