Money Management / Stocks, Bonds & Mutual
Funds
Private Investment Management
Private Investment Management (PIM)
is a performance-driven, fee-based asset management program which
replaces commissions with a single annual fee, based on assets
under management. In contrast to a traditional commission-based
account, with PIM your Cantone Research investment officer
has a personal stake in your investment success. PIM provides
you the following:
- Assistance in determining your investment objectives and
philosophy
- Customized portfolio management by your investment officer
- Quarterly performance analysis
- All transaction costs
- Custody of your securities
- Comprehensive annual gain and loss summary
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FundSourceSM
FundSource is an innovative service that selects
mutual funds from an extensive universe - including well-known
no-loads. Through this service, Cantone Research designs a
portfolio suited to your investment goals, along with performance
monitoring and additional recommendations, as needed. FundSource
provides one place to make transactions without loads or commissions;one
statement summarizing all positions; one consolidated tax report
at year end; and one source to go to for service and research.
FundSource is a fee-based, investment advisory service. Please review the FundSource Disclosure Document for a full description of our services, including fees and expenses. Also, a copy of the Investment Advisor's ADV Part II is available upon request. The mutual funds in our FundSource program are available by prospectus only. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your Financial Advisor. Read it carefully before you invest. A copy of the FundSource terms and conditions, which explains the advisory fees, is available upon request.
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Masters
Program
Cantone Research can serve
as your investment consultant, helping you select the right
professional investment manager or managers for more than 1,000
firms nationwide. Additionally, with this service we can provide
custodial services as well as all brokerage clearing services.
We will monitor the investment performance with you periodically
throughout the year to ensure that you continue to make progress
toward your financial goals.
The Masters Program is a fee-based, investment advisory service. Please review the FundSource Disclosure Document for a full description of our services, including fees and expenses. Also, a copy of the Investment Advisor's ADV Part II is available upon request.
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Fixed-Income
Securities
To make sure that you and your
investment officer have access to securities that meet your
needs, Cantone Research has access to a comprehensive inventory
of government, corporate and municipal bonds, and certificates
of deposit. Interest on municipal bonds is exempt from federal
income taxes, and usually from the income taxes of the issuing
state.
If you like, we can design a portfolio to provide
an interest check every month. To plan for future needs such
as education funding or retirement, we can design a bond ladder
with staggered maturities to help provide income and principal
when you need it.
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High
Net Worth Municipal Bond Program
This exclusive program is designed to help investors
with portfolios of $1,000,000 or more to take full advantage
of one of the few remaining tax shelters. The centerpiece of
the program is a complete analysis of your holdings, provided
each quarter as a series of reports including the income-flow
analysis, yield analysis, coupon analysis and more.
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*Consult your tax advisor on state
and local taxes. |
