Hiring Private Portfolio Management

The first investment dollar most people spend is in their 401k plan.  Those plans have only Mutual Fund investment choices, including, Equity Funds, Bond Funds & Money Market Funds.  Some people have 20-25 investment choices in their 401k, others have between 5-10.  

I understand that it’s hard to achieve the annual percentage rate people need when they only have a few investment choices in their 401k, and all of their investment choices consist of Mutual Funds.  Once you retire or leave your employer, you should rollover the funds in your 401k plan to a self-directed IRA IMMEDIATELY!

Self-directed IRAs have several thousand investment choices, ranging from individual Stocks, Bonds, ETFs, Mutual Funds, Annuities & even Real Estate can be purchased in a IRA.  The more money you have to invest, the more you may want to hire a Private Portfolio Manager to manage your investment dollars.

Several years ago, around 1998, you needed to have a minimum of $100,000 worth of investment dollars to hire your own Private Portfolio Manager.  Today, you can hire a manager with investment dollars well below $100,000.  James has no account minimum requirements.

Advantages of hiring your own Private Portfolio Manager versus Mutual Funds 

A Private Portfolio Manager will generally meet with you, understand what annual percentage rate you need from your investment dollars to get you into and through retirement.  If you invest through Mutual Funds, your money is combined with other investors and the actual Manager or Managers have no idea who you are or what annual return you need to meet your goals.

James can be hired as your Private Portfolio Manager!  James has over 21 years of experience as a Portfolio Manager & Financial Advisor.

James charges an annual fee based on the investment dollars you give him to manage.  

James is not paid commissions on each investment transaction, only a fee which you both agree on.  The fee is billed quarterly but is based on a annual percentage of the investment dollars James is responsible for managing.  

This Fee-Based arrangement allows you and James interests to be aligned, both parties want to see your account grow and not decline.

Contact James to schedule a time to discuss your interest in Hiring him as your Private Portfolio Manager!