|
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
|
