An individual with over $100,000 to manage deserves special attention. Attention
that is not given with an account that is purely invested in mutual funds. At
VIMCOR, we consider each individuals' needs and risk attributes when designing a custom
portfolio.
Key Benefits
Customized Portfolio reflecting individual:
Risk Tolerances
Return Requirements
Time span until the funds will be needed
Liquidity requirements
Diversification of assets into:
Equities (Domestic and Foreign)
Bonds
Money Market Instruments
Mutual Funds
REITS
other appropriate investments per account needs.
Safety of Assets
All client money is deposited directly by the client into a brokerage account to be set
up for the individual client at Ameritrade Advisor Services.
VIMCOR does NOT have the ability to indiscriminately withdraw funds from the client
account, nor does it retain custody of any client funds or assets. Only authorized
withdrawals, such as management fees, may be taken from the client account with client
authorization.
Capabilities
This account can be instituted in different forms, for different purposes:
Retirement Funds
Open the account as a Roth IRA, Regular IRA, SEP IRA, or a rollover of qualified assets.
Trust Accounts
Assets in the account can be managed for a beneficiary of a trust. This could
entail a survivorship trust, charitable remainder trust, or a trust for the benefit of a
minor dependent.
Savings
The assets can be managed for future uses, such as saving for a house, college expenses,
or wedding expenses. Whatever the individual account holder desires.
