Perhaps you think that you are
invested too narrowly, or hold equities too aggressive for your comfort
level. Perhaps you find it difficult to devote the necessary time to monitor
and manage your portfolio.
Perhaps you are simply worried about your financial
future, and seek a professional approach to asset allocation.
If you decide place your account with Signalert or Appel Asset
Management as your investment advisors, the Appels will create an investment plan
customized for your individual goals and concerns.
STEP 1
- Gerald Appel or Marvin Appel will meet with you
to review your investment goals and your current
portfolio.
-They will analyze the volatility and investment style of your current
portfolio.
STEP 2
- A proposal will be prepared suggesting fund
allocations in keeping with your investment goals.
-You will be provided a free review, and expert advice on what
might be done to improve your current holdings.
STEP 3
- If you elect to
enter the managed account program, upon completion of
the administrative paperwork and contractual signing you will be assigned
an Account Executive to manage your account.
Your Account Executive will perform any appropriate trade activity,
confirm daily balances and track your daily and monthly results.
The Account Executive
is available at all times to answer questions and provide
support.
A multi-faceted approach is used to managing assets, building on
the following strategies:
The Four Pillars of Successful Investment:
THE FIRST PILLAR:
Measure
fund volatility
and performance, and select the "strongest of the safest" for purchase.
THE SECOND PILLAR:
Diversify
within a portfolio by vehicle type (i.e.mutual funds, ETF's, REIT's,
bonds & stocks) as well as by investment style.
THE THIRD PILLAR:
Reallocate assets if necessary, or move assets to cash under dangerous
market conditions.
THE FOURTH PILLAR:
Improve Tax Consequences of portfolios via longer term holding strategies.
