Managed Account Information
A definition of lifetime – the time between birth and death. There’s a reason for the second syllable – time. We spend time working, time we could use for leisure. But we work, sometimes because we love our work, but usually because we receive money for our time. And when you ask me to manage the money you’ve earned with your time, I remember that I’m caring not only for your money; I’m also caring for a big part of your lifetime.
A remarkable woman, Oseola McCarty, once said, “If you want to feel good about yourself, then you’ve got to do things that you can be proud of.”
I’m pleased by my many accomplishments and awards but I’m proud that every day I have the opportunity to enhance the value of my clients’ time.
My commitment to that enhancement is the following: If your account value either increases by less than the unmanaged S&P 500 Index or declines by any amount, my service is free. No compensation of any kind for me or my company unless your account is profitable and advances more than the S&P 500. If your account is both profitable and beats the S&P 500, then I’m rewarded with a performance fee for my efforts. But no profitable and superior performance for you; nothing for me (as governed by the federal legislation explained in my Disclosure Document). You can read that Disclosure Document by clicking HERE, anonymously, with no log-in or identification required.
I’ve managed many clients’ accounts during my career, using many techniques. But in this Comprehensive Program, I use all the tools I have learned. And while all investments entail risk, I never take what I consider excessive risk – for example, your account will never trade on margin or have a debit balance. All investments are in major no-load mutual funds, run by a 217-billion dollar company – and Turov Investment Group (which decides which funds to buy and sell) never takes possession of your money; all assets are held by that same 217-billion dollar custodian.
To learn more about what makes me proud about managing what you have spent time accumulating, please click HERE. It will take about an hour to read the Disclosure Document – time well spent!
Perhaps you’d like some additional information before reading the Disclosure Document. OK, here goes:
On the chart that follows are some of the things I’ve written that have been published. Click on any letter for a copy of the original publication:
A. “A new technical indicator is flashing a buy signal.” 12/9/1974 DJII at 575
B .“I now see a top.” 1/3/2000 DJII at 11,357
C .“The market is oversold enough to respond very positively to any significant
bullish news.” 10/7/2002 DJII at 7,422
D. “2008 is likely to be very profitable for bears – 2009 even more so.” 1/1/2008 DJII at 14,087
E. “When the Fed has been accommodative in the past – and it certainly is
being accommodative currently – the market has done well.”
2/9/2009 DJII at 8,270
If you click on any of the above highlighted letters (“A” through “E”), you will see a PDF version of my original comment.
Does the preceding imply that all of my forecasts have been correct?
Of course not. The only people who don’t make mistakes are in cemeteries. Investing will always come with risk and uncertainty, and I make mistakes too. But, if your account isn’t profitable and beats the S&P 500, I won’t get paid. And I like to get paid…
So, as I said earlier:
“To learn more about what makes me proud about managing what you have spent time accumulating, please click HERE.”