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

 

 

       
                  Hal Masover                       Stuart Valentine                  Joan Masover                           
      hmasover@fwg.com       Svalentine@fwg.com           Jmasover@fwg.com      

  

800.509.9096
641.469.4000
641.469.5942 Fax

          

WHY INVEST WITH US?

  1. Alternative asset specialists: When suitable, we encourage many of our clients to place a small percentage (5-25%) of their money outside stock and bond markets into non correlated investments.
  2. Attention: We stay in touch.  We contact you with the frequency you prefer and using the method (phone, email, mail ...) you prefer.
  3. Values based investing:  We help you invest your money in line with your values.
  4. Independence: We work through an independent broker-dealer who has selling agreements with a large variety of investment providers, so we are not locked into the products of any one company.
  5. Complete portfolio planning:  Whether we manage your entire portfolio, or you come to us for our "boutique" non-stock specialty investments, we always place money within the context of the entire portfolio.
  6. Sensible fee structure: Our fees are reasonable, fully disclosed, and generally structured in a way that aligns our interests with our clients' interests.

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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