Options for every investor

Do It Yourself

A: Buy and Hold Strategy

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You select a pre-assembled portfolio after completing a risk tolerance questionnaire

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You monitor funds for suitability

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You rebalance & reallocate your portfolio

                       

                       NO CHARGE (fund/portfolio fees only)

B: Active Account Management

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You monitor website information

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You determine when to invest

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You determine what to invest in

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You execute transactions 

                        NO CHARGE


Manage It For Me

A: Buy and Hold Strategy

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PMFM selects a pre-assembled portfolio for you after completing a risk tolerance questionnaire

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PMFM monitors funds for suitability

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PMFM rebalances & reallocates your portfolio 

0.45%/year

B: Active Account Management

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PMFM determines when to invest

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PMFM determines what to invest in

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PMFM executes all transactions

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Monthly newsletters.

 1.50%/year


                      Active Account Management

 

* Lincoln Lifestyle Portfolio performance is calculated based on the past performance of each underlying investment. Advisory fee of 0.45% has been deducted when calculating returns and account balance.

Lincoln’s Active Account Management option made available on 1/1/2003; therefore, PMFM Active Acct Mgmt performance 1997-June2005 used for this illustration

Active Account Management are net of advisory service fee of 1.50%per year. Performance for "Manage it for Me" is for accounts custodied at Fidelity, where PMFM has approximately 3000 fund choices.


Questions? Contact us!
Carnegie Financial

312.828.0370

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