FOR FINANCIAL PROFESSIONALS

"You know how I use this site? I tell my small accounts who want attention to subscribe to it!. They love it. For my bigger accounts, I run the strategy for them for a fee."

The mutual fund tables and models we publish provide the informational groundwork for professional money management at extremely reasonable prices. Granted, the site recommends no load funds to individuals and in that sense circumvents some of you. But, you in turn can utilize this information to circumvent third party money managers.

There are several excellent ways this information can be beneficial to brokers, financial planners, life insurance agents, accountants, bookkeepers and CFO's.

Value Added Servicing

• It can help in the selection of a fund category or sector at the point of sale; or, if your position calls for it, it gives you an answer to "what should I do in my 401(k)?"
• It can become the time-saver you have needed to offer a monitoring service you do as a courtesy to set you apart as a financial professional.
• It can be a referral resource which is also helpful to a client after you have made a sale.

Becoming a Money Manager

We understand that much of your time is spent interfacing with clients, leaving you little time for research and analysis. You may have been frustrated with the performance of other third party managers you have used, felt you could do as well as they if you had the time, and believed you deserved more of the fee they charge. This can free you from all that.

This strategy has been thoroughly researched. It is based on the experience and practices of successful traders, and it is designed specifically to translate their findings into investing and trading rules for mutual funds. The performance results speak for themselves because they are purely objective and in that way stand on their own as a strategy. Now you can use this information to offer your mutual fund clients your own proactive money management service. You consult our tables and models, make your decisions, and make the transactions. You keep all of the fee. Our tables and models do the technical work for you and show you what we are doing. You can build substantial residual income and achieve a degree of independence from commission selling through money management services.

Outsourcing The Work Of It

However, you may feel you have neither the inclination nor time to become the money manager. Being a money manager yourself requires that you be registered as an investment advisor in the state(s) where you do business, monitor positions every day, make the transactions, and do reports on performance results.

You may like this strategy, its openness and performance results, but would rather outsource the work. We can do it for you. Please contact us for more information.

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