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 Today,
investors have access to a wealth of information on financial products
which provides greater flexibility and choices but also requires
investors to spend more time researching, monitoring and making
suitable investment decisions.
That's where using a qualified investment
advisor can provide two important benefits:
Investment advice
Qualified investment advisors receive ongoing training
in financial planning and market analysis and can keep you informed
of the latest changes in tax legislation, product innovations, and
investment techniques. Having been trained to identify what is important
to you, they will evaluate various investment alternatives in order
to find the investments which suit you best.
Convenience
In this often hectic, fast—paced world, most
investors simply don't have the time to properly monitor their portfolios.
An investment advisor monitors the markets for you and, being familiar
with your circumstances, can quickly recommend changes in your investment
program in response to changes in either the markets or your personal
circumstances.
Where do you start?
If you don't already have an advisor, ask your
friends and colleagues whom they trust for their financial advice.
It's important to spend the time shopping around for one who fits
best with your style. Be prepared by talking to several individuals,
by knowing what you're looking for and by asking for references
so you can follow up.
For a list of independent advisors in your area,
contact CEO Funds by e—mail or call toll free at 1—888—317—3133.
We can be reached Monday through Friday 9:00 a.m. to 5:00 p.m. EST.
With your advisor, sit down together to discuss
both your short — and long—term objectives and what you
can do to plan ahead. Develop a strategy to periodically review
your investment goals with your advisor and make adjustments to
your portfolio as your financial goals change through the years.
Remember, life events — the birth of a child, a change in marital
or work status, a one-time expense or windfall — may require
a shift in your investment strategy.
No matter what your investment goals, chances
are you can benefit from the assistance of an investment professional
— especially if you and your advisor are committed to working
together over the long term.
© Copyright 2002 CEO Mutual
Funds / Legal Disclaimer /
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