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Strategies & Market Trends : Dividend investing for retirement

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To: E_K_S who wrote (20153)	6/28/2014 3:49:46 PM
From: Raptech	of 34328

They have no company owned mutual funds to sell so at least they are not pushing their own products. I have no clue what their business model is, but apparently it's a good one. I do know their people are highly trained, having CFA's, CPA's and other professional license designations. I also know they have a stringent product review process, and do not sell products, bonds or equity's unless recommended by the research staff. Among numerous accounts I also have several Schwab accounts, and a local broker assigned to me. I get a call from him periodically wanting to review my accounts, etc., but other than politely brushing him off on the phone I stopped doing business with full service brokers many years ago. With the advent of computers and on line trading my portfolio growth has been above average. They do have excellent resource tools available which I do take advantage of to review my positions and portfolio's. Some people are just not inclined to manage their own investments. I have many wealthy friends that prefer to have others manage their investments, and they seem to do very well.

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