| INVESTMENT ADVISOR - PORTFOLIO MANAGEMENT Missoula, Montana |
Value proposition - Provide securities portfolio management plus objective advice on any personal financial
decision faced by the client or their spouse/partner; all for one tax deductible fee*
Ideal client - is typically a middle aged person, with a minimum of two hundred thousand dollars to invest, who
does not care to make investment decisions themselves
Investment Strategy - stocks are valued and purchased at a significant discount to the estimated valuation
price. Stocks are sold when the market prices exceeds estimated value or when the outlooks for a security has
deteriorated. Bonds or certificates of deposit are selected first for safety of principal and then a competitive
market interest rate
