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Asset Management Associates: Private Portfolio Management Fee-only Investment Services

Asset Management Associates: Private Portfolio Management Fee-only Investment Services

http://www.assetmanagementassociates.com/

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Asset Management Associates: Private Portfolio Management Fee-only Investment Services
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private portfolio management,blog,about us,client account links,faq's,links,opening an account,building a portfolio,news letters,careers,etfs and indexes,managed funds,stocks,bonds and preferreds,annuities,fee only structure,only,investments used,are you
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Asset Management Associates: Private Portfolio Management Fee-only Investment Services | assetmanagementassociates.com Reviews

https://assetmanagementassociates.com

Asset Management Associates: Private Portfolio Management Fee-only Investment Services

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1

An Exec with Options?

http://www.assetmanagementassociates.com/are-you/an-exec-with-options.html

An Exec with Options? Are You an Executive with Stock Options. See link below for more info. Employees receive options to buy stock at a pre- determined price as a reward for a job well done. In a lot of cases the option costs the employee nothing. Unfortunately, many employees do not keep track of these options and the options either expire or employees fail to exercise their options at the right time. The following links may help. Click Here. Self Employed or a Small Business Owner?

2

Building a Portfolio

http://www.assetmanagementassociates.com/building-a-portfolio.html

Ten Steps we use. To build a Solid Portfolio:. Get to know our client. Use well established investments. Select high quality custodial firms. Maintain a low cost structure. Maintain a high degree of liquidity. Diversify accross markets and investments using managed funds, unmanaged indexes and individual issues. Use market fluctuations to our advantage. 1 Get to know our client. 2 Use well established investments. 3 Select high quality custodial firms. 4 Find qualified sub-contractors. The concept of you...

3

Careers

http://www.assetmanagementassociates.com/careers.html

We have the following positions available:. Self Employed or a Small Business Owner? An Exec with Options? Looking for current income? Managing a Foundation or Endowment? Gifting Money to Charities? Planning a 401K or Pension Rollover? Subscribe to My Newsletter. Complete the following information to receive an occasional email discussing investment-related topics that I share. I will not share your email with anyone. It will only be used for sending you my e-news. You may subscribe at any time.

4

Bonds & Preferreds

http://www.assetmanagementassociates.com/bonds-a-preferreds.html

Many Investors ignore bonds in their portfolio. Bonds tend to carry a lower amount of risk, pay interest, and if you own the bond itself, you should recover your investment when the bond matures. Before purchasing a bond or a bond fund, you should understand what you are buying and the risks involved. There can be guarantees, but those guarantees are not always absolute. To learn about bonds study the information on the links below and you could get all the information you want - and more! Are more liqui...

5

Opening an Account

http://www.assetmanagementassociates.com/opening-an-account.html

After a free personal consultation, the client's needs, objectives and risk tolerances are established. The client's overall situation is also reviewed and if it is determined that there is a match, then we proceed. Overview of a managed portfolio. The client sets up an account with a discount brokerage firm. In some cases accounts are set up directly with a mutual fund company. On the investment company application, the client authorizes the advisor to make trades on the account. The client also receives.

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