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Investment Management Services
We manage each of our clients assets with their
specific financial goals and situation foremost in mind. Our asset allocation
approach, developed and refined over the past decades, does not appeal to
gamblers or those speculators who want to "play the market." We work best with
people who understand that wealth is not created overnight nor is it preserved
by accident. Long term success is attained not by leaping forward today only to
stumble back tomorrow. Yet even the most conservative investor must understand
that the only safe investment is one that protects capital from the twin threats
of inflation and taxes. A slow loss of purchasing power and lifestyle to these
constant enemies is ultimately as disabling to your financial future as
immediate losses.
We believe that by putting your eggs in a number of carefully selected baskets, each chosen to play a specific part in meeting your objectives, your chances of success are increased. Most importantly, wealth is only one ingredient in the definition of personal success. We work to make sure that your financial plan provides a solid base for your more important life goals.
Asset Allocation
MWBoone and
Associates utilizes asset allocation as its primary portfolio strategy. Asset
allocation is a method of investing that takes into account a long term outlook
and strategy. By spreading your investments across different asset classes -
like stocks, bonds, and cash equivalents - your portfolio is able to participate
in a variety of market sectors while reducing overall risk. While it is
acknowledged that no single investment approach can guarantee success, asset
allocation can temper the ups and downs of market performance and can increase
the opportunity to enhance overall portfolio returns.
Our private fee-only investment management services
Ideal for
the investor interested in premium services but not interested in paying a
commission. Over $15 billion dollars are currently managed in the "SAM" program
which is offered through the Registered Investment Advisor of
LPL Financial,
member FINRA ,
SIPC.
We utilize stocks, bonds, mutual funds and other investments in putting together actively managed, diversified portfolios. Unlike most other advisory programs, we offer thousands of funds, including load funds on a no-load basis and institutional class shares which typically require $5 million dollars but have waived their minimum requirement for our clients. Stocks and bonds are purchased with little or no transaction fees.
Because we are independent of investment banks, insurance companies or banks, we have the freedom to offer our clients the best investments we can find. There are many conflicts of interest inherent in representing the issuer of securities and the buyer at the same time. We do not have those conflicts as our client is our only employer. Our minimum portfolio size is $250,000 and we offer fee reductions at $1,000,000 and $5 million. For portfolios of greater than $10,000,000 rates are negotiated. Our typical management fee is 1.0% of assets; lower for the most conservative accounts, and higher for smaller and more aggressive objectives.
Independent Information: What You Should Know About
Investment Management
- Selecting an investment advisor- The investor's right to know
- Why select a Chartered Financial Analyst charterholder?
- How a Certified Financial Planner can help you and how to choose the right one
- See our overview brochure on our fee-only asset management program
- Investment Risk: A Short Course
- Learn how to evaluate investment portfolio performance
- Managing the relationship between you and your advisor
- The value of an annual report
- Defining your investment objectives
- A quick look at proxy statements