Home Up No-Load Funds Fee Based Fund List

Financial Manager
Asset Allocation
Account Types

The Financial Manager

 

 

The Financial Manager, a program which employs Tactical Asset Allocation, involves a strategically diversified, well-calibrated selection of stock and bond funds or financial institution managed accounts that strives to minimize risk in nearly every market climate.

Key Benefits

bulletFee Based Asset Management
bulletNo-load Mutual Funds
bulletContinuous supervision and account management
bulletDiversification
bulletAsset Allocation techniques based on Modern Portfolio Theory

Diversification and asset alllocation do not ensure a profit or protect against loss.

 

Types of Financial Manager Accounts?

bulletManaged Investment Accounts
bulletManaged Tax-Deferred Accounts
bulletManaged Retirement Plan Accounts

 

Information Request Form

Select the items that apply, and then let us know how to contact you.

Send service literature
Send company literature
Have an Advisor contact me

Name
Title
Company
Address
E-mail
Phone

 

[ Home ] [ Financial Planning ] [ Asset Management ] [ Retirement Plans ] [ Estate Planning ] [ Business Planning ]

Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.
Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information.  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2009 Financial & Investment Management Advisors, Inc.
Last modified: January 13, 2010