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My investment philosophy is "Invest in the Best, Forget the Rest.
"I only invest in no-load (no commission) mutual funds through Fidelity Investments (or Schwab) which allow
many families of funds to be traded in their accounts with no transaction fees.
With this organizational freedom I am free to buy and sell funds as they come
onto my buy, hold and sell lists without cost. I maintain my lists through a
number of sources where I monitor performance, fund investments, manager tenure,
risk, etc. I am in the market for the long term, but when an individual
fund is not performing, I want to switch to one that is. In this way I
enhance the upside of each investment and neutralize the downside. Combined
account performance for 1997 - 19.7%; 1998 - 19.8%; 1999 - 55%.
Features of my program include:
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Help setting up accounts including getting IRA funds
sent directly to Fidelity or Schwab.
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I will select and monitor mutual funds in your account.
I can have trade ability to change funds when necessary. I never have
access to your funds.
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As your tax advisor also, I will take the tax implications into
account in timing purchases and sales.
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I will send you a monthly report with my assessment of
your account in addition to the monthly statement from Fidelity or Schwab
before the brokerage firm's statement.
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There are no strings or contracts. If you decide to do
something else or do not want me to monitor your account anymore, just tell me
and its done. No hard feelings.
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Your fee is based on the fair market value of your accounts and is graduated
(Fee decreases as account increases) It can also be tax
deductible as a miscellaneous itemized deduction.
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Bennie R. King, P.C., C.P.A.
2650 Holcomb Bridge Road
Suite 530
Alpharetta, Georgia 30022
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Voice: 770-220-2882
Fax: 770-650-9060
bennieking@benniekingcpa.com
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