You would benefit from the information provided at this seminar if:
- You are frustrated with lackluster performance from your investment portfolio.
- You or your investment professional is utilizing a passive strategy and you’re tired of riding the stock market roller coaster.
- You find yourself to be indecisive due to conflicting media reports about the economy and market conditions.
- You are concerned your current investment professional is not looking out for your best interests.
- You want to learn about a professionally managed Proactive Investment Strategy.
- You lack the free time or the inclination to effectively manage your own portfolio.
- You get too emotional when the market is volatile.
- You have a minimum of $200,000 in investable assets including personal, trust, IRA, 401K, annuities, 529 college saving and UTMA accounts.
What you can expect
You will learn the details about a professionally managed, comprehensive and proactive investment strategy, including Proactive Asset Allocation Strategy (a growth strategy), Proactive Income Strategy and Proactive 401(k) Strategy. Whether you are in a wealth accumulation stage, fully retired or somewhere in between, an appropriate blend of proactive strategies are important for you to stay ahead of the curve.
A no-pressure, laid back atmosphere with absolutely no obligation to take any additional steps unless it is your decision to do so. The investment managers at Arlington Capital have up to 26 years investment experience with a substantial group of private clients. We believe the best relationships are those in which the client decides to take further steps without pressure or sales tactics.
You will learn about the portfolio management systems we have in place, learn about the benefits members of our private client group receive and get a first hand look at the type of experience you could expect should you decide to take any further steps.