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Investment Advisors, Inc. through its Managed Account Program,
EMAP offers bundled independent services that deliver solutions:
Solution
1
EMAP's philosophy is "deliver the best" independent
professionals who will compliment the serious investor. We are aware
and respectfully understand our fiduciary responsibility to you
and our commitment will reflect that same philosophy.
Solution
2
EMAP, utilizing Ibbotson software we will assist you with a
investment policy which enables you to assess your current financial
status, set reasonable goals, implement an allocation strategy to
meet those goals, ongoing reviews and adjust long term goals for
changing circumstances.
Solution
3
EMAP, has chosen Prima Capital, Inc. an independent Registered
Investment Advisor who will provide objective institutional quality
research, due diligence on private money managers.The screening,
research and selection process which Prima Capital engages for their
"best of class" designations, allows EMAP to differentiate
themselves in the market place; recommending separate account money
managers based upon criteria beyond just performance.
Solution
4
EMAP will provide 24/7/365 Internet interface technology
allowing you access to your portfolio information real-time. Up
to the minute P&L, performance and activity, presented on an
easy to understand web-site format.We welcome the opportunity to
work in tandem with you or your financial confidant.
Solution
5
EMAP's all-inclusive pricing schedule,
one of the lowest in the industry includes trading executions, custody
and all services mentioned above. Separate account minimum investments
of $100,000 for equities, $250,000 for fixed and $25,000 for managed
mutual funds portfolios. Fees are based on investment minimums.
All fees negotiable over one million dollars.
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