Text Box: AMSG Conservative
Portfolio Summary

Management Enhancements:

Asset Management’s asset allocation model for the conservative investor requiring income is managed utilizing Nobel Prize winning Modern Portfolio Theory and Price Trend Management.   We utilize the most comprehensive investment analysis to build a portfolio that meets the needs and objectives of the employee. Asset Management Services Group provides daily monitoring of the funds and responds immediately to world wide market events and automatically transfers assets to keep the portfolio balanced and in line with its objectives.

Immediate Income!

For your companies retirement plan needs please visit:

Objective: The primary purpose of this portfolio is to provide immediate income with stability of principal, with growth as a secondary concern using select mutual funds.

To contact us:

200 Atlantic Avenue

Manasquan, NJ 08736

 

Phone: 800-430-8054

Fax: 800-456-8610

E-mail: info@amsginc.com

Conservative Performance

Inception 1996 – 12/07

3 years – 12/07

1 Year -  12/07

Beta

10.63%

9.21%

11.39%

.2150