I began in business as
an independent in 1988, recognizing the need of individuals and small-company
retirement plans for professional, conservative investment management.
My clients are largely
individuals, people like you. They may be running their own business, or
working for a major corporation, or recently retired. But they share a
common ground: they have not the time nor the desire to oversee the
investments that ensure their future. And they believe that the best
course of action is to engage someone whose business it is to do so.
If you fit this
profile, your choices are diverse: mutual funds; banks and trust
companies; and private investment counseling firms large and small, domestic and
international; all are competing for your business. Why then should you
The answer is personal
service and involvement. If your assets are less than five to ten million
dollars you may discover that you are a second-class citizen to many of the
larger financial institutions. My clients typically believe, as I do, that
bigger is not necessarily better. Regardless of size, your account is
important to me.
Unlike managers who may
run hundreds of millions, or even billions, for faceless pension plans or mutual
funds, I know my clients personally. This gives me a perspective that
larger firms may not have. I do not hand off the management of your
account to an underling. I alone select and oversee your investments,
along guidelines that you and I have determined. When you call, you will
speak with me directly.
The growth of my firm
is not my primary concern. I do not view money management as a race or a
contest. My clients tend to develop into friends. I am concerned
with the preservation of their money--I take it very personally. Especially
so since my own money is invested in the same manner and in the same issues that
I buy for my clients.
is that the people who hire me have already made their money, and are primarily
interested in protecting it and in making it grow in a prudent manner. I
seek clients that can ignore current investment fads and focus instead upon
consistent returns attained with minimal risk over the longer term. I
offer what these clients seek: conservative, prudent participation in the
stock and bond markets.
is to provide you with a
comfort and performance level that will lead you to suggest to your spouse or
heirs that mine is a firm they can rely upon in the years going forward.
My approach is
long-term, conservative, and risk-averse. I manage accounts in several different
styles, principal among them:
Balance of Stocks, Bonds, and Convertible issues
(for more detail, also
see "Services and
Strategies"). I will tailor an account to meet
your specific needs. My fees are very competitive.
I would welcome your
inquiry and an opportunity to personally discuss how I might assist you in
realizing your financial goals.
You can reach us:
Via telephone at 1-800-JIM PAPPAS
Via E-mail at firstname.lastname@example.org
or at the following locations:
5342 Sandham Place
P.O. Box 475
Longboat Key, FL
Redding Ridge, CT 06876-0475
Fax call for number
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