investing – retirement planning – we’re different …
If you have about 50 seconds just read this page. The rest is up to you.
In One Phone Call we can answer all of your general questions. Our office hours are 9:00am to 5:00pm EST and we are available by appointment at a time that is convenient for you.
We can be contacted by phone at: (317) 577-6912. You also may use our contact form at the bottom of this page.
Let our time-tested approach introduce a peace of mind and confidence you’ll appreciate years down the road. We’re not your typical firm.
Consider the points below.
If your portfolio value isn’t higher than it was in 2007, keep reading.
If you hold bonds in your account, or
If you own a variable annuity, or
If you’re still working with a commission stockbroker or
If your strategy seems more like “buy and hope,” or
If even your safest part of your portfolio didn’t make 8% per year for last ten years, or
If you’ve been told to “hang in there for the long term” or the worst is over, or
If you’re worried about the economy and the government, and hope these things have a minimal affect on your plan, or
If the thing that keeps you awake in the middle of the night is worrying about not having enough to retire, or stay retired – maybe we can talk.
The Reality: The average investor hasn’t fared so well in the last 10 years. Do you think it’s possible that you could do even slightly better than average with the right help? Our clients don’t want tools, they want someone to do this for them.
On a scale of 1-10: If your broker or adviser isn’t a 10, – Invest 15 minutes in contacting us. If not, spend the time to talk to them so that you know what he’s doing! Can you trust him to put your best interest ahead of his? If you’re not absolutely certain that you’re doing everything that you can to provide for your best future, drop us a line.
We’re not a marketing firm, we’re a money manager so the introduction here is done. The questions above allude to why and how we’re different – and represents a partial list of concerns that most of our clients used to experience. The video newsletters found on our website are part of the communication we provide our clients on a monthly basis. You’re welcome to watch them and compare us with how the firm you’re with communicates with you.
You would be surprised how many people call us and expect a load of prompts to “Press 1 or 2” and a mess of options when they call. We’re a normal office with normal phones and a few great people looking forward to your call. Simply, if we’re on the line already when you call – we’ll call you back and not make you wait for your turn. Your call and your needs will be the only focus when we talk with you.
Kindly contact us by phone or by using the convenient form below. Thanks for visiting with us today!
Our office hours are 9:00am to 5:00pm EST or by appointment at a time that is convenient for you.
We can be contacted by phone at:
If you have a bit more time, We might suggest checking out one of our quick videos below:
Fee Versus Commission:
There is an important difference between firms that are fee-based and those that are commission-based. Whether you contact us or not, this information will help you choose a firm with your best interests in mind.
Working with AMS:
A snapshot of what it’s like to work with our firm.