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Third-Party Managed Accounts (TPMA’s) and Annuities sold to individual investors by brokers, bankers, insurance agents and financial planners can be Much to Expensive and cost investors thousands in Unnecessary Fees every year.
I don’t believe that any of these expensive programs will produce consistently better results over the long term than a diversified portfolio of low-cost No-Load and Exchange Traded Funds that is managed with on-going Performance Tracking Research.
If you are interested in learning more about PTI’s Portfolio Management, Research and Discount Brokerage services please Call, Text or Email me your name and address. I will mail you a copy of PTI’s current Disclosure Brochure an example of the Monthly PT Updates the Current Select List of funds in 49 worldwide market sectors and our Fees Matter comparison.
Requesting this information Will Not result in any sales calls.
If you live near Anacortes, Wa. and would like to meet and ask questions in person please contact me to set up a convenient time. When I started my practice in 1992, I planned to open a traditional office like I worked in as a broker and branch manager. I felt there might be some resistance from existing and new clients to meet in a home office. This never proved to be a problem and after more than 30 years, I still meet with investors, by appointment, from my home just off highway 20 past Campbell Lake on the way to Deception Pass.