..:: Advantages ::..
Sunday, August 25, 2019
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  • We are neither broker-dealers nor investment bankers, so we do not offer services that may compromise our objectivity to you. 

  • We are not a mutual fund, so you never buy an unrealized capital gain. Many mutual funds have embedded capital gains. If you buy one of these funds today, you may pay taxes on gains you never benefited from.
  • We are not a C-Corporation, so you will not be subject to double taxation. Shareholders of this type of corporation are taxed first at the corporate level, and a second time when dividends are paid.
  • We are not a partnership, so your assets will not be commingled with other partners. You own 100% of the investments in the portfolio.
  • Finally, we are not a hedge fund, so you keep more gains on the upside. Hedge funds typically charge a management fee of 2% of assets managed plus an incentive fee of 10-20% of fund profits.

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