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 a moderate to an 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 a moderate to an aggressive investor. The goal of this program is to take advantage of rising markets by being invested in a group of high relative strength stocks. This strategy has the flexibility to be 0-100% invested depending upon market conditions.

To receive detailed information on our investment programs please fill out the form below or call 800-942-4278: