Whether you know it or not, as an experienced working American you are an Established Investor. And at some point you come to realize it is up to you to determine your investment success (aka achieving your goal)! Our Established Investor service is here to assist you in establishing that investment goal(i.e., Retirement) and subsequently achieving that goal through proper investment planning and management.
"HOLISTIC" & GOAL-BASED MANAGEMENT
At the 56 Group, we manage investments with a goal in mind. And to do this properly, we need to manage ALL of a client’s assets that are invested towards a particular goal.
For example, if your goal is retirement and you have three different accounts (i.e., a 401(k), an IRA, and say, your spouse’s IRA) we treat these accounts as ONE portfolio and manage them as such. Hence, the term: Holistic.
Leveraging our technology tools we not only manage your portfolio this way, we report it this way to you as well giving you a clear view of the path to investment success! To the right is how we attack investment management not only in year one but on an on-going basis. To learn about how we actually “select” investments for our portfolios, click here or the “Investment Philosophy” link at the top of the page.
THE PROCESS
We manage our Established Investor client portfolios on a daily basis. Therefore the tasks of this chart are undertaken on a continuous basis as we work to achieve your investment goals.
The annual fee for the Established Investor service is: For our Equity Portfolio 0.95% of assets under management and for our Fixed Income Portfolio 0.60% of assets under management.
Lastly, to learn more about the Established Investor service or to sign on as a client, please feel free to use the Contact Us form to the right or contact us via email at: info@56group.com or via phone: 877-226-7780.