The Pro Investor Coach fee-based management process is certainly unique to the industry. For example: Every week our clients have access to an Online video detailing each position traded during the week. This gives you an unprecedented wealth of information on how your assets are managed.

Included in these videos will be stop-losses and target areas where to take potential initial profits. The main goal is to educate you while you invest.

We use ETF's (Exchange Traded Funds) instead of mutual funds. Using ETF's allows us to use stops to limit loss and capture profit. Stops are limit orders that cannot be used when you own mutual funds.

We use sophisticated market timing instead of 'buy and hold.'  The lazy and dangerous method of 'buy and hold' to managing your money is hopelessly outdated and a direct threat to your financial wealth, and is the reason for the devastating wealth destruction on Wall Street today.

Furthermore, when you let Pro Investor Coach managing your portfolio, your money stays in your name at a discount broker. Our clients feel highly secure knowing that their funds are accessable at anytime just by walking into a local Charles Schwab office.

Using market timing along with diversification has enabled our clients to grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.

As a Pro Investor Coach client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation.


    

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