(360) 941-1851 Call or Text
I believe that the investment management programs sold to individual investors by brokers, banks and financial planners are Much to Expensive and can cost investors thousands in Unnecessary Fees every year.
I have never seen anything that shows these accounts produce better results than diversifying portfolios using low-cost No-Load and Exchange Traded Funds and after investing to manage these investments with ongoing Performance Tracking Research.
If you would like more information that is not included in this website, please use this Contact Form or Call, Text, or E-mail me your name and address. I will send a copy of my FINRA Disclosure Brochure that includes examples of the monthly PT Account Updates current Select List, Sector Rankings and other material not shown here. Requesting this brochure will not result in any Sales Calls.
If you live near Anacortes, Wa. and would like to ask questions in person please contact me to set up a convenient time. Since 1992 I have met with people by appointment from an office at my home near Campbell Lake.