Who I Serve
The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice. My client recognizes that minimizing taxes is a main issue in reaching this goal. Generally a level of growth of 8% per year is needed. My client is risk sensitive, but recognizes that having a risk versus reward of 1 unit of risk for 2 or 3 units of reward puts risk in the proper perspective.
My client seeks growth to enable he or she to build a lifetime tax free income as a core asset.Management principles such as diversification, and a plan for risk control on each asset held provide an additional level of security.Generally, my client has family values, is charitable and cares a great deal about his or her family’s security and education.It is interesting that successful people usually have excellent core values.
The client who can best take advantage of my services is age 40 – 60.
He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice.
Our clients usually pay 1% for traditional managed accounts of over $200,000. Our active managed accounts usually pay 2% per year.
I am an internet advisor. I offer content and information to the general public through my website, newsletters and publications.
If someone one wants help to get pointed in the right direction I offer an online meeting on Gotomeeting.com. In this meeting there is no selling involved, simply interviewing each other to see if there is a fit for working together.
- Advisor’s Capital Investments, Inc. 90 Hall Road, Suite 48, Sturbridge, MA, 01566
- (860) 963-0722
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