| Our
Managed Mutual Fund Program is designed to assist you through
the complete investment process from information aggregation to a
specific asset allocation model using the universe of available mutual
funds. The Managed Mutual Fund Program is made up of four distinct
phases, each critical to the development of your portfolio.
Phase
One
Phase One is instrumental in developing a solid financial picture.
During this stage, we will help you:
 |
Evaluate
your financial goals |
|
Determine
your risk tolerance |
|
Classify
your current assets, spending and saving habits |
|
Incorporate
taxable, deferred and qualified monies in determining retirement
income requirements and long term goals |
Based
on the information obtained in Phase One, you will receive portfolio
models (strategic, tactical, asset class or combinations) that have
the highest chance of reaching your desired goals, while still meeting
suitability for your established risk levels. EMAP, utilizing
Ibbotson reporting software, shall give you insight into how tax,
inflation and interest rate implications affect your portfolio optimization
Phase Two
Empire Investment Advisors, Inc. and
Prima Capital Management, Inc., an independent Registered Investment
Advisor, have partnered to give you value-added solutions and services.
As a strategic partner, Prima Capital provides objective, institutional
quality research, due diligence and recommendations on mutual funds.
EMAP will provide the "best of class" designation
for mutual fund portfolios. The screening, research and selection
processes which Prima Capital engages for their "best of class"
designations allows EMAP to differentiate themselves in the
marketplace as well as make recommendations on mutual funds based
upon more than return performance.
Prima
Capital's analysis provides extensive drill-down capability for:
|
Quantitative
assessments |
|
Qualitative
assessments |
|
Portfolio
characteristics |
|
Performance
measurement |
|
Administrative
review |
Additionally,
EMAP will provide you with a personalized presentation regarding
all information along with "independent "recommendations
stated above.
Phase
Three
EMAP will assist you in your selection of fund managers (either
load or no-load) as we help create a specific and exclusive portfolio
for you. We will perform quarterly rebalancing, account reviews
and performance reporting, all customized and tailored to meet your
specific needs and sophistication.
Phase
Four
EMAP also gives you exclusive website access with access
real time information and reporting - all available 24/7/365, password
protected.
|
Portfolio
reporting |
|
Performance
reporting |
|
Realized
P.L. reporting |
|
Your
activity |
|
Your
transaction history |
Managed
Mutual Fund Program:
$25,000 minimum.
|
