Our Commitment and Promise to you:
- Access to Monthly
investing with NO-LOADS
(we are a fee based firm
in line with the standards of our profession)
- Start with as little
as $200.00 per month
(Special Programs for those just getting started)
- Immediate Diversification
into a Model of Mutual Funds - not just One Single Mutual Fund
(Our Models
maintain a diverse grouping of up to ten Value and Sector Mutual Funds
providing immediate diversification with each investment)
- Advice,
Comparisons, and Management of your Military Benefits/Programs such
as TSP, CSRB, and Bonuses
(We have resident expertise on how these programs
are interconnected and effect your wealth building strategy. We provide
you the details on the benefits and outcomes from these various programs
as it applies to your overall investment strategy)
- Individually Managed
Accounts for clients with over $150k in Assets
(We take you to the next
level of investing by increasing your wealth building potential by moving
you out of Mutual Funds and into the realm of
Managed
Portfolios, providing
numerous benefits over traditional Mutual Fund investing)
Contact our Armed
Forces Specialist:
Paul
M. MacNamara
Ph:
(910) 273-8104
Email: mac@sipllc.com
Click here for Paul's
Bio
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