QUIT OWNING "STOCKS"!

In the famous book Rich Dad Poor Dad, Robert Kyosaki said there are four quadrants, Employee, Self Employed, Business Owner and INVESTOR.

He also said the most prestigious place to be in Investor in COMPANIES!

By helping your clients become the owner of a wide diversification of companies (as opposed to "stocks"), you elevate them and yourself to a higher level. Truth is, you really don't need, or want, that many companies to own. By owning the right companies, they can be the right investor and you become the Advisor they Need and Respect!

KNOW WHAT YOU OWN

A great portfolio manager once said, "Know what you own" and "many of the best companies to own for the long term are well known, household names".

Think about it, innovations come and go. Some of the coolest things are new whiz bang cool technology. While it's fun to own it can also be volaitle.

For a smooth ride, find great products with superior earnings and higher than average growth. Don't over -diversify or create diworsification by throwing everything at the wall and seeing what sticks.

Own great companies with big moats that everyone needs whether it's cool or not, people need it, day in and day out. There;s the best of breed in all sectors, just help your clients enjoy the ones that make it easy to sleep at night.

Don't Forget about GROWTH

Unless the client doesn't qualify, generally, they may do better with stocks and bond ETF's.

Mutual funds and ETF only portfolios may be fine for accounts with less than $100,000 but for larger accounts and especially for accounts with more than $500,000, owning high quality companies, "stallwarts" may make more sense

EARNINGS, EARNINGS, EARNINGS!

  • Target or Kohls?
  • AT&T or Verizon?
  • Amazon or Walmart?

When it comes to owning great companies that will let you sleep comfortably at night, you could own excitement or steadfast growth with good earnings.

By considering earnings, growth combined with lower than average Beta and Standard Deviation, boring but important statistical portfolio info, you might be able to build and own companies and a portfolio that create smooth growth for the long term.

DIFFERENTIATE

Unless the client doesn't qualify, generally, they may do better with individual stocks and bond ETF's.

Mutual funds and ETF only portfolios may be fine for accounts with less than $100,000 but for larger accounts and especially for accounts with more than $500,000, owning high quality companies, "stallwarts" may make more sense

Investments managed by AtlanticMidwest Investment Research may be placed in Managed Stock, ETF or Mutual Funds researched and designed specifically for the clients goals and risk tolerance.

WealthSentry

The WealthSentry approach to investing is all about building wealth in advancing markets and protecting wealth in declining markets. By using trend analysis and fundamental evaluation, not news, portfolios and investments are placed according to the most likely outcome for growth and preservation.

AmericasRetirementPlan.com

For those clients that aren't quite ready for the WealthSentry advantage we created just what your clients need: AmericasRetirementPlan.com.

For accounts with as little as $25 per month to start all the way to $100,000 +, AmericasRetirementPlan.com has specifically managed mutual fund and ETF portfolios at a most economical value for individuals and companies.

Need a corporate retirement plan? Look no further! AmericasRetirementPlan.com has easy on boarding, a wide range on investments and is custom designed for small companies.

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