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Are You Ready for the Third Alternative?

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libertythroughwealth.com

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ltw@mb.libertythroughwealth.com

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Mon, Apr 29, 2024 03:30 PM

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Could you be a good candidate for a managed account? SPONSORED EDITOR'S NOTE If you're looking for a

Could you be a good candidate for a managed account? [Shield] AN OXFORD CLUB PUBLICATION [Liberty Through Wealth]( [View in browser]( SPONSORED [Palm Beach Millionaire Is Giving Away His Top Income Secrets... FREE OF CHARGE.]( [Millionaire Sticker]( [CLICK HERE]( EDITOR'S NOTE If you're looking for a great AI stock under $10... you need to [watch this right away](. What the company is doing is pretty incredible. It could end up saving billions of lives... and billions of dollars. In short, this is groundbreaking stuff. And [this #1 AI company]( is at the forefront of all of it. [Details here.]( - Nicole Labra, Senior Managing Editor THE SHORTEST WAY TO A RICH LIFE [Are You Ready for the Third Alternative?]( [Alexander Green, Chief Investment Strategist, The Oxford Club]( [Alexander Green]( I recently received this note from an Oxford Club Member: My full-service broker isn't familiar with most Oxford Club recommendations. Nor is he willing to adjust my trailing stops without a verbal confirmation. Unfortunately, I'm too busy traveling and running my business to do everything myself. Any suggestions? I don't know this Member's circumstances and we aren't allowed to give personal investment advice. However, he may be a good candidate for a managed account with one of our Pillar One Advisors. We have no financial arrangement with these advisors. But they have been vetted by the Club for experience, effectiveness and trustworthiness. For example, Rick Pfeifer and Conrad Schwalbe head up the money management team at Fund Advisors of America, based in Orlando, Florida. The firm offers personalized managed accounts using many of the Club's investment strategies and recommendations. Here's how their accounts work... SPONSORED [Insiders Love This $30 Stock That Pays Out 10%+ Dividends]( Europe is suffering through a major energy crisis thanks to Russia shutting off gas supplies, but the company now delivering natural gas to Europe is making a fortune. PLUS... insiders now own 47% of this stock. [Learn why Putin's mistake could drive this stock from $30 to $280 in 18 months!]( Rick and Conrad generally begin by talking with you about your investment goals, time horizon and risk tolerance. Some investors are looking for growth. Others want to maximize their monthly income. Still others want both growth and income. After understanding your personal circumstances and objectives, Fund Advisors offers to run a discretionary account to help you meet your goals. (That means they have limited power of attorney to direct your investments.) They select the best investment ideas based on your age, experience and temperament. They enter and adjust your trailing stops. And they keep you apprised of your investment performance. That leaves you free to run your business, play golf, travel or spend more time with your kids and grandkids. The firm uses Charles Schwab as their clearing agent to safeguard your capital and minimize your investment costs. There are zero commissions. And their low management fee - based on the size of your account - enables them to manage your money without potential conflicts of interest. While the minimum account size at Fund Advisors is $100,000, they also offer these complimentary services to Oxford Club Members: - A thorough analysis of all Oxford Club recommendations - A complimentary review of your existing portfolio - Implementation of trailing stops to protect your principal and your profits - Retirement planning - IRAs, Roth's, SEPs, and 401(k)s Many investors are so busy with their personal or professional lives (or both) that their financial goals may not get the time and attention they deserve. Or, in some cases, experience may have shown that they lack the equanimity to manage their portfolio effectively when the financial markets turn volatile. A managed account can solve these problems. And, unlike a traditional brokerage account, there are no conflicts of interest. Of course, some investors prefer running their money themselves. If you have the time and discipline to see your investment program through - and especially if you enjoy doing it - you may not need a managed account. However, as a former money manager myself, I know that some folks struggle. They stray from important investment principles. They don't have a solid asset allocation. They aren't properly diversified. They become emotional and abandon their discipline. Or they get distracted and forget to run their trailing stops. And - bottom line - they aren't satisfied with their returns. Using an account manager means turning the reins over to someone else, a professional who may be better qualified to run things. For more information on Fund Advisors' managed accounts, feel free to contact Rick Pfeifer or Conrad Schwalbe at 800.438.3040 or 407.667.4729. Most investors realize that they have a choice between using a discount or a full-service broker (or both). But a managed account is a third alternative - and an option worth exploring. Good investing, Alex [Leave a Comment]( [2024 Private Wealth Seminar at the Wequassett Resort & Golf Club in Harwich, Massachusetts on October 7-8, 2024]( BUILD AND PROTECT YOUR WEALTH - [Have You Heard of the Flip Trade?]( - [Tesla CEO Surprises China...]( - [This Company Just Solved Europe's Energy Crisis... Wall Street Now Projects a Near 10-Fold Rise in 18 Months.]( - [My Go-To Plays for Safety + Long-term Profits]( JOIN THE CONVERSATION [Facebook]( [Facebook]( [LinkedIn logo]( [LinkedIn]( [Email Share](mailto:?subject=A%20great%20piece%20from%20Liberty%20Through%20Wealth...&body=From%20Liberty%20Through%20Wealth:%0D%0A%0DCould%20you%20be%20a%20good%20candidate%20for%20a%20managed%20account?%0A%0D [Email Share](mailto:?subject=A%20great%20piece%20from%20Liberty%20Through%20Wealth...&body=From%20Liberty%20Through%20Wealth:%0D%0A%0DCould%20you%20be%20a%20good%20candidate%20for%20a%20managed%20account?%0A%0D MORE FROM LIBERTY THROUGH WEALTH [Token Offerings]( [Are "Rich People" the Problem... or Politicians Like Joe Biden?]( [Token Offerings]( [Tools of the Trade: Marc's Best Income Secrets]( [Token Offerings]( [The Downside to a "Participation Trophy" Economy]( [Token Offerings]( [It Pays to Listen to Insiders]( SPONSORED [🎯 Unleash Your Profit Potential - With Just ONE Ticker Symbol 🎯]( The man who turned $37,000 into an astounding $2.7 million in four years is finally sharing his latest discovery. Introducing... ["One Ticker Payouts."]( Say goodbye to searching through 8,252 stocks... because just one ticker is all you need. Here's why... Our research shows this strategy could've handed investors astonishing top gains like 543% in nine days... And even a rare 2,614% in just 10 days! So don't wait... [Click here to discover the simplest (and potentially most lucrative!) investment strategy on Earth.💰]( [The Oxford Club]( You are receiving this email because you subscribed to Liberty Through Wealth. Liberty Through Wealth is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. [Privacy Policy]( | [Whitelist Liberty Through Wealth]( | [Unsubscribe]( © 2024 The Oxford Club, LLC All Rights Reserved The Oxford Club | [105 West Monument Street](#) | [Baltimore, MD 21201](#) North America: [877.806.4508](#) | International: [+1.443.353.4610](#) [Oxfordclub.com]( Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201.

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