McWethy Pension Svc

 

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Other Benefits

·         Retirement Plan Review and/or RFP Services – Concerned about your total plan costs and services?  We can help you evaluate your current provider and make sure your plan is still competitive with the latest industry changes.  With the mutual fund trading scandals and increased awareness of fiduciary duties, now is the time to have an evaluation.  Prudent plan sponsors should routinely examine the fees and risk/return characteristics of the funds in their defined contribution programs.

·         Wealth and Investment Management through Finance500 Advisory Services, Inc.

·         Institutional Services for Foundations and Trusts through Finance500 Advisory Services, Inc.

  • Legal Help Pre-paid Legal Services, Inc., for individuals and groups – call or e-mail for additional information
  • Human Resource Assistance Human resource management services: Develop Human resource and compensation plans and strategies: www.appliedHRstrategies.com
  • Non-qualified Plans (VEBAs and 419A Plans) - call or e-mail for additional information  

 

A DISCIPLINED INVESTMENT PHILOSOPHY 


Finance 500 Advisory Services, Inc. (FAS) has been providing Individual and Institutional Advisory Services since 1984.  Our investment philosophy reflects fundamental principles of investing that have long been accepted as the basis of professional money management. 

Our mission is to provide each client with a comprehensive investment strategy tailored to his or her individual financial circumstances, and to recommend appropriate investment vehicles based upon that strategy.  Once investments are placed, we carefully monitor the markets on a daily basis and make adjustments to try to maximize the client’s portfolio performance-without engaging in market-timing strategies. 

Our investment philosophy is one of diversification and balance.  We believe that proper asset allocation is critical to conserve assets and maximize their growth.  Our business is the careful crafting of customized diversified investment plans.  We design each plan to achieve the appropriate balance, taking into consideration the risk tolerance, liquidity needs and short and long-term goals of our clients.

UNBIASED ADVICE   

In contrast to some firms that manage money on a commission basis, Finance 500 Advisory Services, Inc. provides fee-based portfolio management services.  Our fees are based on assets under management, not how many trades are done.   

As a fee-based advisor, we derive our income from one advisory fee—a sliding scale percentage—based on the size of your managed account.  We typically collect this fee in arrears on a quarterly basis.

 

 

 

 

 

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Last updated: 01/01/2006
Page owner: Jennifer McWethy
425-821-3205