MAP Program
The Managed Asset Planning Program (MAP) offers you a
smart alternative to the status quo: expert guidance of a professional
asset manager. Instead of commissions, you pay an annual fee based on
the value of your portfolio. Through MAP, your financial advisor is
rewarded for giving sound advice and helping build your wealth.
MAP does away with the clutter of statements and mailings
you receive from various investment firms, and consolidates all of your
holdings onto one statement. The flexible MAP Program allows you to
hold stocks, bonds, mutual funds, unit investment trusts, and other
types of investments. There is no minimum account size for The MAP Program.
As a MAP client you will meet with your financial advisor
to review your financial assets, establish your goals and objectives,
and discuss a plan for your financial future. Your discussions may address
estate, retirement, and tax issues which may concern you, as well economic
and financial developments that impact your portfolio. Monthly statements
and quarterly reports provide performance details on individual securities
and your overall portfolio.
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FundSource SM
FundSource is an innovative service that selects mutual
funds from an extensive universe, including well-known no-loads. Through
this service, First Clearing Corporation designs a portfolio suited
to your investment goals, along with performance monitoring and additional
recommendations, as needed. FundSource provides one place to make transactions
without loads or commissions:
One statement summarizing all positions
One consolidated tax report at year end
One source to go to for service and research
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DMA Program
We understand that it is easier to reach your lifetime
investment goals when you have a well-diversified team working for you.
The Diversified Managed Allocations (DMA) program provides a combination
of high-quality professional investment-management firms, a disciplined
process, and a choice of investment styles. This is all bundled in a
single investment account.
Diversified Managed Allocations offers separately managed
portfolios featuring asset allocation, diversification, and risk-based
portfolio management to investors with a minimum investment of $150,000.
Using a unique and diligent research process, a roster of select, high-quality
investment management firms has been assembled representing a broad
array of investment classes and styles. You and your Financial Advisor
will use a disciplined investment process to create an asset-allocation
strategy and select two or more investment managers to handle the day-to-day
management of your account. You may choose an Optimal Blend—a
risk-based portfolio constructed with diversified but complementary
investment managers from the DMA roster of managers—or you and
your Financial Advisor may assemble a customized portfolio to meet your
specific needs.
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Bell Capital Management
Bell Capital Management, Inc. (BCM) provides investment
management services for pension plans, profit sharing plans, financial
institutions, foundations and individuals. Founded in 1984 and located
in Atlanta, Ga., BCM is a fee-based investment advisor, registered with
the SEC.
Based on BCM's investment research, they can identify
and act on opportunities in the markets. They look to accomplish these
objectives in our portfolios by utilizing exchange traded funds (ETFs),
stocks, bonds, mutual funds, and variable annuities as the vehicles
to participate in the investment markets.
You will find that BCM strives to build a strong working
relationship with each individual client. BCM:
Assists clients in setting fund objectives
Publishes a client newsletter
Accepts fiduciary responsibility
Produces timely performance reports
Documents each investment decision
Encourages ongoing telephone communication
Communicates the impact of significant financial events
On a quarterly basis, you will receive a performance report
showing the value of your account and the year-to-date return. Additionally,
you will receive periodic investment comments focusing on the BCM assessment
of the stock and bond markets.
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Icon Advisers
Focusing on valuation, relative strength and industry
rotation to capture changing market themes, ICON relies on in-house
research to provide portfolio solutions for financial advisers and their
clients. As a disciplined, quantitative, non-emotional investing strategy
the ICON methodology:
Computes value-to-price ratios (V/P) utilizing the fundamentals
of finance - earnings, projected growth, risk and interest rates
Focuses on growth from equities by finding industries
within market sectors that ICON shows to be demonstrating leadership
against the broader market
Rotates among undervalued and overvalued industries,
buying those believed to be on sale, selling those seen as overpriced
Selects individual securities that are under priced
relative to their estimated intrinsic value
Filters out corporate noise and goes against the crowd
when valuation dictates
Places no restrictions on market capitalization or simplistic
value/growth characteristics; instead seeks the best value identified
by the system for the investment dollar.
By combining valuation and relative strength to uncover
leading market themes, ICON stresses industry exposure, thereby lessening
the random risk associated with selecting individual securities. ICON
does not rely on brokerage research, subscribe to market newsletters,
a visit directly with companies or go to company sponsored PR lunches.
Instead, ICON buys data and computes value (V/P). They strive to keep
portfolios in touch with ever changing industry and sector leadership,
and will go against the crowd when their valuation system tells them
to.
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Tealwood Asset Management
Tealwood Asset Management is an independent investment
advisor, registered with the Securities and Exchange commission. The
company specializes in the management of equity and balanced portfolios
for individuals, pension funds, and profit sharing trusts.
Tealwood is an independent company with no formal ties
to any insurance company, bank or brokerage firm. They feel this independence
gives them the freedom to avoid any conflicts of interests between us
and their clients and also allows them to be objective when circumstances
and their experience seem to warrant such a position.
Tealwood manages four distinctly different types of portfolios:
Growth - either Quality ("Foundation") or
Value oriented
Balanced - both appreciation and conservation of principal
Strategic Income - focused on either yield from the
dividends or the underlying appreciation potential according to your
needs
Fixed Income
Tealwood's number one objective is to make sure these
funds are not lost and that they retain their purchasing power.
*Consult your tax advisor on state and local taxes.
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