|
Dear Friend:
One of the most important questions we all face as we get older is how to ensure that our spouse is well taken care of should they out live us. While you may have been very adept at building and managing a very nice investment portfolio to leave to your spouse - what will happen when you are no longer there and the responsibility for those investment decisions falls on their shoulders.
Often, through simple lack of experience, they are ill-equipped to handle
important investment decisions. The worry is that without proper management,
even a sizable investment portfolio won’t adequately provide for their needs.
That’s where Kobren Insight Management can help and I’d like to send you some important investment information about our services — free and without obligation.
Perhaps you know me from my Fidelity Insight reports or from my
appearances in Barrons,
The Wall Street Journal or on CNBC. I am also the President
and Chief Investment Officer of Kobren
Insight Management (KIM), an E*TRADE wealth management company, which
manages a billion dollars for individuals and institutions.
At KIM, we develop customized portfolios for high-net-worth investors ($250,000 minimum account) designed and managed to meet each client’s particular investment situation. With a wide range of investment options, including individual bonds, individual stocks and mutual funds, we can create an investment program tailored to your own unique needs today and to your spouses needs in the future.
All you have to do is fill out the Confidential
Online Request Form. As soon as I hear from I’ll rush you my FREE KIM Investment Kit. It discusses whether or not professional money management may be right for you, KIM’s investment strategy and approach to managing risk, and of course, our track record.
I look forward to hearing from you.
P.S. I’ll also send you my latest Portfolio Manager's Report
which outlines our current investment views.
|
