|
|
Our Services
We will provide you with timely updates on
which funds to invest in with your retirement assets. Our preparation
begins with a top-down look of the overall economy and ultimately leads to an in
depth analysis of each individual fund within your 401k/403b menu of choices.
We do not
physically make
these selections for you.
Once you agree to our services, we will
contact you within 48 hours to determine your investment objectives and risk
tolerance. Also, we will need to have a copy of all investment choices
within your 401K/403B account.
Once set-up is completed, we
will send you an email or provide you access to a website that will give you our
proposed investment selections for your account. The method will be
determined by whether you or your company is agreeing to our services.
We are interested in long-term performance
rather than short-term trading profits. Therefore, you can expect at least
a quarterly update but it is possible that more frequent updates will be
delivered.
Our fees:
= $240.00 per year
* Clients of Regan
Investments are eligible for a discounted rate. Please contact us
directly for more information.
The average investor has roughly
$50K in their 401K. If we outperform this investors self-directed
investment choices by more than 0.3% in a given year, this investor makes enough
to cover our nominal fee. Obviously, the percentage is even less for
larger accounts.
It is probable that in a down
year like 2000 or 2001 we could save enough of your retirement dollars to pay
our fee for the next 100+ years!
|
|
|
