Move up to Quality
A team of financial experts
Made for volatile times
Ideal for individual accounts and business benefit plans.  Instead of relying on a commissioned broker you are hiring a team of experts at reduced cost to you.  These plans are tailored just for you and monitored daily for best performance.  When the market falls the team reacts immediately.  When mutual funds lost 50 - 70% this plan held up well.  That can be extremely important especially if you're nearing retirement.

Here are some of the benefits to you:
     Enables co-mingling of assets in a single account.
     Streamlines account management.
     New potential tax savings, risk management and rebalancing features.
     A unified fee-based product.
     Income management.
     Automatic rebalancing.
     Individual security/sector restricting.
     Enhanced tax management.
     Option of growth, value or a blend of both.
     Comprehensive research and ongoing due diligence.
     Greater service and growth.
     Quarterly background analytical reports.
     Quarterly written interviews with money managers.
     Quarterly senior analysts evaluations.
     Annual money manager reviews.
     Access top money managers at lower minimums.
     Multiple investment products in one account.
     Model portfolio designed for you.
     One set of paperwork.
     One statement, one performance report, one form 1099 for taxes.
     Ongoing portfolio monitoring.
     Personalized tax mandates.
     Avoid wash sales.
     Tax-sensitive rebalancing.
     Incorporate outside taxable events.
     Minimize exposure to short-term gains.
     Perform gain deferral (short to long).
     Provide gain/loss matching throughout the year.
     Monitor tax mandates.

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