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Portfolio Characteristics
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Top 3 Portfolio Holdings as of 02-28-2011
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Historical portfolio returns have equaled the S&P 500 Index with about 20% less risk or volatility. Please call us for more detailed historical background and current investment results.
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Custodianship of Account Assets
Clients' assets are held at the following financial institutions where we have on going relationships:
Fidelity Investments
TD Ameritrade
Charles Schwab
Management Fee Schedule
Our management fee is based on the size of a clients's total account
assets.
Fees are billed after each quarter of management at an annual rate and detailed in client’s quarterly report.
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