The Teddy Bear Club Investment Portfolio –
Maximize your child's or grandchild's education
savings in an up market. Protect account assets
in a down market
How does it work?
Like a regular Portfolio Investing account, our
educational savings plan is managed by our Portfolio
manager, Easan Katir. He manages the accounts
as a Trend Index, buying and selling shares in
the Standard & Poor's 500 stock index and
other index shares. Commissions for the small
accounts will be reduced by a factor of twelve
compared to the Trend 12.
Accounts
are held by a major discount broker. You can make
withdrawals from your account at any time in any
amount. The Teddy Bear Club has a $5,000 minimum
to open the account. Additional contributions
can be made anytime.
How
safe is my money?
By buying and selling on market advances or declines,
Easan can run like a Bull in the up markets, and
protect most of the assets in a down or Bear market.
What
does it cost?
Unlike many mutual funds, there is no charge or
fee to open an account or to make withdrawals.
The only charge is a quarterly management fee
of 0.75% for actively managing the money and deep
discounted commissions. By active plan management
you should cut the losses on the down side and
take advantage of the up side of the stock market…the
Bears to Bulls approach.
How
do I invest?
You can convert your current college fund or make
a new investment, simply by calling 800-558-4558
for the necessary paperwork to open your account.
Once the account is opened, you will receive a
Teddy Bear for your child or grandchild that can
change from a Bear to a Bull instantly, protecting
and growing your investment in the future education
of your loved ones.
Benefits
In addition to saving for your child’s educational
future, you will be added to our e-mail or mailing
list to receive the weekly newsletter The Financial
Savvy Report. You will have access to the investors
only section of our website, www.financialsavvy.com
with your own password.
Ready to join?
Click
here to learn more about Jim and Easan…
If
you would like Portfolio Manager Easan Katir to
contact you for more information on our Teddy
Bear Club portfolio, which requires a minimum
$5,000 investment, please call 1-800-558-4558,
or e-mail him at info@financialsavvy.com.
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