Low cost risk management
Professional investment advice
Flat Fee Investment Advice
In his famous book, “Where are the Customer’s Yachts”; a Wall Street Classic, author Fred Schwed Jr.
(who himself lost a great amount of his personal net worth in the Crash of ’29) recounts the story with great
humor. There was once, in the dear dead days beyond recall, an out of town visitor who was being shown
the wonders of the New York financial district. Upon arrival at the Battery, his guide pointed out some
handsome ships riding at anchor. The guide said, “Look, those are the bankers and brokers yachts.”
“Where are the customers’ yachts,” asked the naïve visitor?
For the beginning investor, or young person starting out, or novice 401(k) plan participant we offer a very
economical, web based service. Beginning with one stock or passive index we provide:
One on one coaching via telephone
Flat fee of $20.00 per month
investment advice
We will assist the intermediate investor with their account, wherever it is held, and
offer a higher level of personal service, at a very economical (often tax deductible) pay to play plan which includes:
One on one coaching via telephone
A minimum of two recommendations per quarter on any three securities you own
These positions will be continuously reviewed and you be notified if any re-working needs to be done to maintain a strong risk adjusted portfolio.
Flat Fee of $250.00 per month
One on one coaching via telephone
This is our concierge level of service. We will be personally reviewing your entire stock portfolio (up to 10 individual (securities) positions and will notify you as soon as a recommendation develops.
$700 per month