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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 enhance investment performance 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

 

Types of Financial Manager Accounts?

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

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
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 © 2000-2008 Financial & Investment Management Advisors, Inc.
Last modified: May 01, 2008