Managed Account

Balanced Accounts: Minimum $100,000
Designed for the conservative investor seeking growth and income. This portfolio invests in a combination of the best available no-load short term bond funds and no-load conservative stock mutual funds.

Mutual Fund Accounts: Minimum $50,000
This strategy is designed for the moderate to aggressive investor who is seeking growth of capital using exchange traded funds and money market funds.

Stock Account: Minimum $100,000
This portfolio consists of only common stocks and money market funds. It is for the moderate to aggressive investor. The goal of this program is to take advantage of rising markets by being invested in a group of high relative To receive a free no obligation information package on any or all of our investment programs please fill out the form below or call 800-942-4278:strength stocks. This strategy has the flexibility to be 0-100% invested depending upon market conditions.

To receive a free no obligation information package on any or all of our investment programs please fill out the form below or call 800-942-4278: