Contact us at IPAM: 1-800-509-9096

Blending Traditional, Alternative & Socially Responsible Investments






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*Four compelling cases for alternative investing*

1. Faulty Assumptions that could Deal you an Investment Debacle

2. The Particular Headwinds likely to be faced by the 'boomer' generation

3. Why we may be repeating the investment cycle of the 70's

4. Prudent strategies for safety, income, and growth in your investing

 

Changed Times Require a Changed Approach to Investing 

New strategies that may provide opportunity for safety, income, and growth in your portfolio including:

  • True diversification: Blending traditional investing with "Outside the Box" alternative investments
  • Alternative asset classes: Gaining understanding and comfort with their use
  • Possible benefits of tangible assets: How Real Estate, Energy, Equipment, Foreign Currencies might improve a portfolio
  • Independence from the Stock Market: Acquiring assets with opportunity for income independent of the Stock Market
  • Alternatives to the bond portion of your portfolio that thrive instead of wilting with rising interest rates.

These investments are not suitable for everyone.  Please consult your advisor before making changes to your portfolio.

 

Contact us at IPAM: 1-800-509-9096

The PAM Network serves as the socially responsible investment division of Financial West Group (FWG). Members of the PAM Network are registered representatives of FWG and securities are offered through FWG, member, FINRA, SIPC.  OSJ . 1755 Gablehammer Road, Westminster, MD  21157. (410) 751-70054

IPAM and FWG are unaffiliated entities

* The offer and sale of mutual fund shares may only be made by fund prospectus. You must consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing.  The prospectus contains this and other information about the investment company and should be read carefully before investing (and sending money). Please call IPAM at 800 509-9096 for a prospectus containing complete information, including fees and expenses.

 

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Phone: 800 509-9096  •  Fax: 641 469-5942  •  505 N 4th Street, Suite 200, Fairfield, Iowa 52556

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