Managing Financial Risk and Managing Sustainable Family Wealth
Durable Income
USAdvisory Group 781.246.0222 USAdvisory.com 301 Edgewater Place, Suite 410, Wakefield MA, 01880
U . S . A D V I S O R Y G R O U P
L i f e B y D e s i g n
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Creating income that will last over your lifetime is vital.
And this does not mean...
• Throwing all of your retirement money into an over-priced annuity; nor does it mean
• Loading up on bonds in a low-interest rate environment. Bonds lose money as rates rise.
In such an environment, bulking up on long-term bonds could be potentially disastrous; nor does it mean
• Chasing indexed performance with "Big Box" mutual funds. Those managers have so much capital to
deploy that their best ideas are often diluted by the abundance of capital that gets invested in mediocre ones.
The excessive diversification frequently leads to generic, indexed performance at triple the cost to the investor.
So how do we do things differently?
Frankly, wouldn't it make sense to find "best of class" portfolio managers, who have proven records,
manage money privately, efficiently, and effectively, and let them seek gains and be mindful to market conditions?
That makes sense to us, too. We seek to work with managers to manage risk, to provide durable income, and to grow portfolios.
Our trusted managers have long-term, proven performance records and they handle portfolios that are not over-sized,
and henceforth, do not dilute their best thinking. In many cases they are managers who are able to adapt swiftly and adroitly if
market conditions suggest so. In all cases, our managers are transparent and cost efficient. That's what we offer our clients.
For information about the time and location of our next Economic Summit or for more information
about how we construct our clients' portfolios, please call us or visit us on the web at www.USAdvisory.com.
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