Given the ever increasing complexity and sophistication associated with today’s volatile and dynamic global financial markets, for some, the services made available and offered under a mutual fund investment advisory program can be quite helpful.
This service is offered for most account designations: Individual, Joint, Trust, Charitable Trust, Corporation, Partnership, LLC, Uniform Gift to Minors, Non USA, IRA, IRA Rollover, Educational IRA, SEP-IRA, Roth IRA, Roth IRA Conversion, Company Simple IRA, Money Purchase Plan, Company 401k, Defined Benefits Plan, Profit Sharing Plan, Age Weighted Plan, New Comparability Plan, 403b.
Mutual Fund Investment Advisory Programs are generally available to residents of all states.
Mutual Fund Investment Advisory Programs are made available to present owners or future owners of virtually all the publically available fund families, including: Aim, Alger, Alliance, American Funds, American Capital, American Skandia, Colonial, Delaware, Dreyfus, Eaton Vance, Evergreen, Federated, Fidelity, Fidelity Advisors, Franklin, Goldman Sachs, Invesco, John Hancock, Kemper, Mainstay, MFS, Munder, New England, Nuveen, Oppenheimer, Phoenix, Pimco, Pioneer, Putnam, Van Kampen, Vanguard, etc.
Asset allocation modeling and portfolio structuring within the owned or future purchase of the family of funds can be provided.
Advice and recommendations can be provided regarding the structuring of mutual fund investments for tax advantages, long term investing, retirement planning, estate planning, financial planning, college expense planning and charitable gifting planning.
Various Registered Investment Advisers are available for managing portfolios. See Elliott Wave Advisers.
Individuals and firms licensed with the SEC or their home state as Registered Investment Advisers provide portfolio and money management services for clients on a global basis.
Each individual Registered Investment Advisory firm has its 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, some over $500,000, others manage accounts as small as $25,000-$50,000.
Each Registered Investment Adviser is different and you should find one that is compatible with your interests and style.
Registered Investment Adviser programs can screen potential Registered Investment Advisers for style compatibility and suitability and then try to match off your particular portfolio investment needs and interests with an appropriate independent Registered Investment Adviser.
