Wealth Management

The following items and information is provided for our Wealth Management clients. Prospective wealth management clients may also find some of these items to be informative and beneficial.

• Investment Methodologies & Strategies
• Recent Client Correspondence
• Client Questionnaires
• FAQs
• Refer Someone You Know

Investment Methodologies & Strategies

Explanation of Methodologies & Strategies

                Equity Strategies

• CAN SLIM (individual equity strategy)
• Covered Call REIT (individual REIT strategy)
• Mutual Fund Selection & Review

                Fixed Income Strategies

• Preferred Stock Under Par
• Other Individual Fixed Income Securities
• Mutual Fund Selection & Review

Performance Charts

• 3/31/06 Performance Chart
• 12/31/05 Performance Chart

Other

• 2009 Mid-Year Tax Planning Letter
• 6/30/09 Investment Strategies Review 

Recent Client Correspondence

Quarterly Summary & Commentary

• 03/31/10 Summary
• 9/30/09 Summary
• 6/30/09 Summary
• 3/31/09 Summary
• 12/31/08 Summary
• 6/30/08 Summary
• 3/31/08 Summary

Other

• Annual Update Letter 2009
• American Recovery and Reinvestment Act of 2009
• Obama's Individual Tax Plan
• Obama's Business Tax Plan
• Bailout Package
• Market Correction Part 2
• Market Correction
• Annual Update Letter 2008
• Annual Update Letter 2007
• Annual Update Letter 2006
• Annual Update Letter 2005

Client Questionnaires

• Personal Wealthcare Services (PDF Version)
• Personal Wealthcare Services with Supplemental Plan - Long Version (PDF Version)