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THE PRUDENT INVESTOR
ACT
FIDUCIARIES, TRUSTEES, AND CUSTODIANS CAN SUFFER
PERSONAL FINANCIAL LOSSES FOR NOT FOLLOWING THE PRUDENT INVESTOR ACT.
Being conservative may cost you (personally) big bucks.
We design portfolios to comply with the Prudent Investor Act and we
will consult with trustees and their lawyers regarding compliance with
the Prudent Investor Act on a fee basis.
We can act as a delegated agent for the trustee and assume responsibility
for designing and managing a diversified portfolio.
We can use qualified custodians such as Fidelity, DataLynx, and FISER
as custodians, or any other custodian of your choice.
We develop the...
Investment Profile
Asset Allocation Model
Ongoing Investment Monitoring
Our fee is 1% of assets under management per annum, calculated and paid in
advance on a quarterly basis with a minimum annual fee of $1,000.00.
For more information or a quote, please contact MORRIE W. REIFF, CFP®,
President of Planned Asset Management, Inc. at (818)708-6888, or e-mail
to mreiff@earn4u.com
The Uniform Prudent Investor Act(1994)
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