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Brian Carruthers & Associates has introduced fee- only investment plans for large retirement investing portfolios. With proven growth strategies and portfolio performance, BCA can help serious investors create the right investment plans for their needs. Continue reading
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Jun 28, 2013 /prREACH/ -- Brian Carruthers & Associates has introduced fee- only investment plans for large retirement investing portfolios. Offered to meet individuals' unique investment goals, these financial advisors can personalize plans to obtain desired growth. Offering a variety of types of retirement plans backed by sound retirement advice, Brian Carruthers & Associates has established themselves as the go- to retirement investment firm in Orange County.
Brian Carruthers & Associates offers individualized and personalized retirement plans for serious investors who want to experience real growth of assets. BCA is a registered investment advisor or RIA with the State of California Department of Corporations, serving clients with financial portfolios of $250,000 or more. BCA manages in excess of $70 million in direct client portfolio management and advises clients with more than $200 million in collective assets.
BCA uses a fee-only investment planning structure to help clients meet their financial goals with innovative investment strategies. With active money management, BCA is one of the few fee-only, independent investment management firms that uses only no-load mutual funds as investment vehicles.
BCA offers three professionally-managed portfolios for prudent, innovative investments:
- Managed Income Portfolio. Managed Income Portfolio invests completely in bond funds such as treasury, corporate and high-yield accounts as well as money markets. This portfolio is ideal for retired investors to whom safety is of paramount importance.
- Income & Growth Portfolio. The Income & Growth Portfolio offers slightly higher rates of return in exchange for moderate risk. Funds are allocated between 60 to 70 percent bond funds as well as 30 to 40 percent invested stock funds. This conservative portfolio balances the need for income with growth potential.
- Momentum Portfolio. For investors who desire more rapid growth, the Momentum Portfolio scours world trading for bull markets and takes advantage of positive price momentum. This sophisticated portfolio is designed to supply generous growth with minimized risk for those who want to grow portfolios quickly.
With quarterly portfolio market reports and balance statements, BCA stays in touch with investors about their portfolios. Clients can also visit the web site of the account custodian at any time to learn more about portfolio performance.
About Brian Carruthers & Associates: BCA was founded in 1990 as a fee-only registered investment advisory firm designed to create small business retirement plans, offer investment planning advice and function as a fee-based financial planner. BCA is a fee only advisory firm offering account management, allowing professionals to focus on portfolio performance and customer satisfaction. Mr. Carruthers has almost 30 years of total experience in investments and financial strategies for steady growth and can provide the best retirement plans for every situation.
For More Information: www.gobcafunds.com