Introduction

Performance Tracking Inc (PTI) became an independent investment management practice in 1992 after Discount Brokers were created by the deregulation of brokerage commissions.

These new firms offered registered investment advisors Account Custody, allowed them to Set Their Own Fees and work for investors as a Fiduciary to offer unbiased recommendations without the Sales Pressure and Conflicts of Interest at a traditional brokerage firm. After working as a broker and a branch manager for a big nationwide firm it was clear that becoming an independent advisor was a much better way to help investors.

PTI offers true Discount Brokerage Services through Charles Schwab & Co. and Managed Portfolios for investors who don’t have the time or interest in selecting individual investments. All investors receive monthly Performance Tracking Updates that are designed to help self-directed investors make Better Decisions and show investors who prefer managed portfolios exactly how their investments are selected and why they are exchanged. See the following PT Portfolios and After Investing sections.

Portfolio management Continues Long After an investor has answered the important questions in the following Financial Planning section. Investors should be aware of a Financial Planning Trap where brokers and financial planners use the planning process as a tool to sell third-party Managed Accounts that trap investors into High Ongoing Fees that can cost them Thousands in Unnecessary Expenses every year. See Management Fees.

If after looking over the following pages, you are interested in learning more about our work for individual investors I would like to mail you PTI’s FINRA Disclosure Brochure an example of the Monthly PT Updates the Current Select List of the highest ranked investment in the 49 markets that PTI tracks every month.

Please Call, Text, or Email me your Name and Address.
Requesting this information Will Not result in any Sales Calls.
Jim Bunker 360-941-1851