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I believe that the Third-Party Managed Accounts (TPMA’s) and Annuities sold to individual investors by brokers, banks and financial planners can be Much to Expensive and cost investors thousands in Unnecessary Fees every year.
I have never seen anything that shows these programs produce better results 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 Account Information not included here.
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. I meet with people by appointment from an office at my home near Campbell Lake.