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| Investment
Portfolio Analysis for: |
| You
'n Me |
Foundations, Endowments
&
Not-for-Profit Organizations |
Corporations |
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You
'n Me
As more people choose to
manage their own investments without professional advice, their buying/selling strategies
can produce
investment portfolios
with asset allocations that are either inappropriate or dangerous. Similarly,
the simplicity of investing the old fashioned way has been obscured by
the seemingly limitless variety of packaged Investment Products with
their One-Size-Fits-All Investment and Speculation ideas.
It is certainly difficult,
but well worth the time spent searching, to find investment advisors who
are interested in constructing properly diversified, high quality portfolios, comprised
solely of stocks and bonds. Individual
security recommendations are becoming rare for a variety of reasons,
not the least of which being the modern need for instant gratification
on the part of investors, and the fear of lawsuits and liability
problems for advisors. Additionally, most investors are either convinced that Mutual Funds are
the safest investment medium, or required to use them in their
employer sponsored retirement programs.
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The popularity of the various types of Mutual Funds, Index ETFs, etc.
is also the result of investor perceptions of investment costs...
confirmation notice commissions and fees may be considerably less in
the long run, but they are far more visible.
From the business, or salesperson's vantage
point,
Mutual Funds also involve less liability, less work, and produce more
money than investing in individual
securities.
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| You never
outgrow your need for education, and unless you learn just how much you really can't
know,
the risk of making serious mistakes is compounded with every decision. It is important to find a
source of constructive and unbiased information so that you will
be able to advise yourself intelligently.
Sanco Services offers two
services that help the individual investor zero in on such important
investment concepts as Portfolio Design and Asset Allocation Planning,
Diversification, Risk Control, and Income Production.
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Education
If you are just
beginning your investing adventure, the place to go for
the basics is the Investment Management Clinic provided in The
Brainwashing of the American Investor: The Book that Wall Street
does not Want YOU to Read.
This is not a sales
pitch or a gimmick provider. It's straight talk on the intricacies of
the Investment Markets, woven together with the real life experiences
of an Investment Manager, and a tutorial on how
to use the real time investment environment to your advantage. You'll still
be on your own, but with much more of the background
information you need.
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Analysis
If you
have a portfolio of your own creation, whether or not you are pleased
with its design or performance, it is wise to have a periodic content
analysis. Investment Manager Steve Selengut will provide you with a professional portfolio
examination and analysis that focuses on these key
elements:
- The fundamental QUALITY of the securities
in the portfolio. Are they Investment Grade?
- The DIVERSIFICATION of the portfolio.
What is the exposure in any one area?
- The INCOME GENERATION from the
portfolio. Is it adequate and growing?
- The appropriateness of the portfolio's
ASSET ALLOCATION. Is it goal orientated?
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A detailed analysis, specific as to the content of the existing portfolio, but general in recommendations for action is provided.
Fees are:
- $175.00 per hour, ending
with a verbally
presented report.
- $175.00 per hour for
review and analysis, plus $325.00 per hour spent in preparing a
written report, including email reports.
One hour must be paid for in advance, PayPal to: sanserve
(at) aol.com.
Few verbal analyses have ever taken more
than two hours.
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Home Page
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Working Capital Model | Contact Sanco Services
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©2000 Sanco Services, Inc.
3912
Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509 |
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