Results Through Process
To: All Prospective Clients
Fr: Bill Losey, CFP®, CSA
Re: My Money Management Services
Date: October 2008
For nearly 20 years, I've developed sound investment strategies for a small, successful group of people who demand customized fee-only investment management solutions (no commissions), attention to detail and impeccable service.
I cater to discerning individuals nationwide, primarily women and couples, who don’t have the time, talent or temperament to manage their own investment portfolios and wish to delegate the responsibility to me. On their behalf, I employ a disciplined investment strategy that focuses on their goals and objectives. This philosophy is based upon 5 time-tested principles:
Utilizing low-cost index funds, enhanced indexed funds and ETFs, these principles all work together so I can deliver a cost-effective, goals-based investment program that offers personalization, diversification, coordination, accountability and ongoing management.
I will manage your investment portfolio on a fee-only basis starting as low as 0.50% per year (1/2 of 1%). The fee is negotiable and determined based upon various factors including the size of your investment portfolio, the number of accounts you have, and the complexity of your financial situation.
Portfolio management fees are deducted every quarter with a calculation showing how we arrived at your fee per account. This information will appear on the last page of your quarterly statements. This transparent method of paying for my money management services allows me to keep the fee in the low range of the national fee scale for registered investment advisors.
To learn more about my investment philosophy and how I get results through process, please click here: Have You Lost Confidence In The Investment Advice You're Getting? Better yet, call me toll-free at 1-866-786-2521 to talk about your needs and situation. I look forward to speaking with you.
P.S. Click here to download a FREE 26-Page Special Report entitled "What Wall Street Doesn't Want You To Know" to learn more about my money management philosophy. In it you'll also learn how I may be able to save you tens of thousands of dollars over your lifetime when compared against large national brokerage firms.
