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Management Service |
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Dividend Growth
Investment Program |
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Fixed Income
Investment Program |
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The Dividend Growth Investment Program utilizes a mix of equity and debt securities depending on your needs and risk tolerance. Our state-of-the-art systems and unparalleled equity strategy is used to manage your accounts assets. Our professional turn-key service provides you with expert investment management at low cost. The dividend growth strategy allows us to pursue wealth creation, income production, and wealth preservation investment objectives on your behalf.
In addition to your monthly brokerage statements, you will receive a quarterly performance report from us.
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The Fixed Income Investment Program utilizes different categories and qualities of debt depending on your needs and risk tolerance. Our state-of-the-art systems and unparalleled debt strategy is used to manage your accounts assets. Our professional turn-key service provides you with expert investment management at low cost. The fixed income strategy allows us to pursue wealth preservation and income production investment objectives on your behalf.
In addition to your monthly brokerage statements, you will receive a quarterly performance report from us.
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Our management compensation is based on the table below: |
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Our management compensation is based on the table below: |
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0.95% |
First $5,000,000 |
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0.50% |
First $10,000,000 |
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0.75% |
Next $5,000,000 |
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0.40% |
Next $10,000,000 |
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0.55% |
Next $40,000,000 |
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0.25% |
Excess Over $20,000,000 |
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0.45% |
Excess Over $50,000,000 |
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One-forth of the annual management fee is assessed and deducted from your account at the end of each calendar quarter. |
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One-forth of the annual management fee is assessed and deducted from your account at the end of each calendar quarter. |
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