investment services advice

Online Guide to
Investment Services

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investment services advice
Investment Services Advice (n. - definition) - in general, financial advice is given by placing assets under the direct discretionary control of a professional Registered Investment Adviser (also called a "money manager").
investment services advice


Retirement Plan
Guides Online:

401a
401k
401k Simple
403b
412i
414(h)
457
457(f)
Defined Benefit Plan
IRA
Money Purchase Pension Plan
Profit Sharing Plan
Roth IRA
SEP
Simple IRA
Teacher Retirement


Financial
Guides Online:

401k Rollover
Cafeteria Plan Sec 125
Charitable Foundation
Charitable Trusts
Deferred Compensation
Donor Advised Funds
Elliott Wave Analysis
ESOP
Estate Planning
Fee Based Financial Planning
Hedge Funds
Investment Services Advice
Margin Trading
Money Management
Money Market Savings Account
Mutual Fund Investment Advice
Mutual Funds
Mutual Funds at NAV
Omnibus Account
Payroll Deduction
Pooled Income Fund
Prime Brokerage
Roth IRA Conversions
Rule of 72
Stock Trading
Systematic Trading
Tax Exempt Money Market
Tax Free Mutual Funds
Variable Annuity
VEBA


Advisory Services:
College Plan Advisor
Elliott Wave Advisers
Long Distance Plan Advisor
Mortgage Loans Advisor
Retirement Plans Advisor

by Retirement Plans Advisor

How should you manage your retirement money in a BEAR Market?

  • For individuals, families or organizations that have neither the time, or the experience or inclination to actively manage their investment portfolio, sometimes it makes financial sense to make arrangements to place your assets under the direct discretionary control of an experienced, professional, licensed Registered Investment adviser (or advisor).

  • Given the complexities in today’s global financial markets, the vast array of worldwide investment asset choices, the rapid transfer of market information, and the news and corporate events that affects investment pricing; for most of us, it becomes very difficult to react to these developments without the assistance of someone who works directly for you and who does it on a full time basis.

  • Effectively managing your investment portfolio in light of tax consequences, family planning strategies, estate considerations, market selection and the like can sometimes be quite complex, difficult, overwhelming and daunting. If that’s your situation, then you might want to consider utilizing the services of an independent fee based Registered Investment advisor.

  • Individuals and firms licensed with the SEC or their home state as Registered Investment advisors provide portfolio and money management services for clients on a global basis.

  • Each individual Registered Investment Advisory firm has their own special style, investment philosophy and action plan. Some provide investment services utilizing many assets types, i.e. stocks, bonds, options, mutual funds, variable annuities. Others restrict their management to one or two asset classes. Some manage aggressive growth portfolios others manage only ultra conservative bond portfolios. Some manage only very substantial individual accounts, over $500,000; others manage accounts as small as $15,000-$50,000.

  • Each Registered Investment advisor is different and some you’ll find to be more compatible with your interests and style than others.

  • Registered Investment advisor programs can screen potential Registered Investment advisors for style compatibility and suitability and then try to match off your particular portfolio investment needs and interests with an independent Registered Investment advisor capable of satisfying your needs and interests.

  • All Registered Investment Advisor fees are decided upon, and payment arrangements for those fees are made exclusively between the Registered Investment Advisor and the client.

  • Such programs are generally available to residents of all states.

  • Programs are for US Dollar denominated assets.

  • Services are offered for most account designations: Individual, Joint, Trust, Charitable Trust, Corporation, Partnership, LLC, Uniform Gift to Minors, Non USA, IRA, IRA Rollover, SEP-IRA, Roth IRA, Roth IRA Conversion, Company Simple IRA, Money Purchase Plan, Defined Benefits Plan, Profit Sharing Plan, Age Weighted Plan, New Comparability Plan, 403B, 401k, etc.



Insurance
Guides Online:

Annuity Bonus
Annuity Fixed
Annuity Equity Indexed
Annuity Immediate
Business Continuity Insurance
Buy Sell Agreement
Charity Insurance
Common Remitter Service
Company Insurance
Equity Indexed Universal Life Insurance
Executive Insurance
Health Insurance
Health Savings Account
Insurance Product Guide
Key Man Insurance
Long Term Care Insurance
Medical Savings Accounts
Medicare Supplemental Insurance
Mortgage Insurance
Premium Finance
Return of Premium Life Insurance
Split Dollar Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Worksite Insurance Plans


Online Insurance
Quote Comparisons:

Free Life Insurance Quotes
Life Insurance Calculator
Low Cost Life Insurance
Term Life Insurance
Term Life Insurance Quotes
Term Life Insurance Rates


College Planning
Guides Online:

529 College Saving Plans
Education IRA
College Financial Aid
FAFSA & Definitions
Financial Aid Programs
Financial Aid Strategies
Scholarships - Loans
State College Aid Agencies


Mortgage Loan
Guides Online:

Adjustable Rate Mortgages
Fixed Rate Mortgages
Home Equity Mortgages
Interest Only Mortgages
Reverse Mortgages

Copyright © 1998-2007. Investment Services Advice Information Guide. All rights reserved.

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