With the use of a professional fund manager, we help our clients to participate in rising markets, and preserve principle in falling markets. This strategy has helped many of our clients to retain most of their 1990's gains, by limiting the amount of losses to their accounts.

The strategy simply allocates money into some of the best performing asset classes as markets progress, and when the asset class has run the majority of its upward course, the manager automatically with one low annual fee switches the money to another better performing asset class. If NO other asset classes are doing well, the money is placed into a Money Market Account. Since the glory days of the 1990's are over, and with ever increasing market volatility, this strategy is invaluable to anyone who still wants to take risk!


Financial Services










From 1976 to 1980 Gross Domestic Product , (GDP) rose every single quarter yet the Dow Jones Industrial Average lost 25% of its value over that time span. But I thought an expanding economy means a higher stock market! Not true. There is almost NO correlation between "past indicators", interest rates, oil prices or any other "outside forces" on stock prices. Contact us to find out what really drives stock prices up and down.

 
Smith & Associates Inc. Financial Services
5317 Oak Park Road
Cary, Illinois 60013
(877) 766-8552 toll free
(847) 516-5446
(847) 516-5476 fax

©2005 Smith and Associates Inc. Financial Services

Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AZ, CA, FL, OH, IL, IN, MI, TN, TX, VA and WI. Smith & Associates Inc and Lincoln Financial Securities Corporation are not affiliated. Website design by project36 Chicago