|
|
|
Money Manager Monthly
|
WrapManager.com | Contact Us
| |
January 2012
|  |
|
 | Latest Update
|  |
|
|
Free Portfolio Evaluation!
We're happy to offer a complimentary evaluation of your current investment portfolio and financial advisors.
You'll be able to see your accounts, advisors, risk level, diversification, fees and more in one big picture.
We'll even craft you a customized portfolio of our recommended money managers!
|
|
|
|
|
Who's Watching Your Financial Advisor?
Typical Pitfalls and Concerns
Michael J. O'Connor, Executive Vice President
 You
probably spent a good deal of time and effort deciding to hire your
current financial advisor. However many investors fail to monitor their
financial advisors past that initial research. The start of a new year
is a perfect time to do this, and it's one of the areas in which we
specialize.
Here are a few items you should be sure to know about your current financial advisor and portfolios.
| Read On »
|
FINANCIAL TIDBIT
 |
|
"I Just Do Not Want To Lose Money"
That's what we hear from many investors everyday as we're creating portfolios of money managers for them. With all the uncertainty in the markets, it only makes sense that you'd want to try to protect yourself from the next big market downturn. Why wouldn't you? Our latest guide walks you through F-Squared Investment's AlphaSector Premium strategy whose objective is to help limit losses in your portfolio
during prolonged downturns in the market. In the 5 minutes it takes to
read, you'll learn about this strategy and the growing trend of using
money manager strategies that can go to cash. |
|
Warm Regards,
Michael J. O'Connor
WrapManager, Inc.
(800) 541-7774
moconnor@wrapmanager.com |
|
|
The
attached report and information have been prepared or produced by
WrapManager, Inc. from sources and data believed to be reliable.
Information provided in this report is for educational and illustrative
purposes only and should not be construed as individualized investment
advice, as an offer to sell, or the solicitation of an offer to buy any
security in any states where such an offer or solicitation would be
prohibited by regulations. WrapManager, Inc. is not a tax advisory firm.
We recommend you contact your tax attorney or CPA prior to utilizing
any of the tax-related strategies mentioned or discussed. Returns and
experiences will vary for each client. Each client's risk tolerance and
investment objectives are unique to them. Past performance may not be
indicative of future results. No assumption that future performance of
any specific investment or product made reference to directly by
WrapManager, Inc., on its Web site and in marketing materials, will be
profitable or equal the corresponding indicated performance level(s). If
performance numbers are generated gross of fees, a client's return will
be reduced by investment advisory fees and any other expenses. Opinions
expressed are those of WrapManager, Inc. and are subject to change
without notice and are not necessarily those of Prospera Financial
Services, Inc., its directors, parent company or its affiliates.
Securities offered through Prospera Financial Services and cleared
through First Clearing, LLC. Prospera Financial Services - Member
FINRA/SIPC. © 2012 WrapManager, Inc. (800) 541-7774 | info@wrapmanager.com | www.WrapManager.com |
|
|
|
|
|
