Biblically Responsible, Fee-based Active Portfolios

 

 

 

Lead Manager: Bob Barber, CEO

VP of Financial Services: Nathaniel Morris

Trading and Technology: Shawn Peters

 

There are two kinds of losses,
a loss of capital and a loss of opportunity.
There will always be another opportunity
if you protect capital.

FINANCIAL SERVICES DIVISION

Investment decisions are made on a weekly basis using a tactical asset allocation methodology and technical analysis. Additionally, every resource available in the marketplace is used to help in determining whether to be “in” or “out” of the different markets. Investments or companies involved in abortion, pornography, anti-family entertainment/values or domestic partner benefits are avoided.

Fee Structure

► $50,000 to $100,000
          2.0 % annual fee,
          deducted quarterly
► $100,000 to $1,000,000
          1.5 % annual fee,
          deducted quarterly
► $1,000,000 to $2,000,000
          1.0 % annual fee,
          deducted quarterly
► $2,000,000 plus
          0.5 % annual fee,
          deducted quarterly
• Mutual funds are bought and sold on a no-load basis; some funds may incur 12b-1 fees
• Trade ticket charges for stocks, bonds, exchange traded funds and mutual funds are paid by client: avg. $14-$16 per trade

  • Clients are given four investment choices of actively managed portfolios:

 
  • Full trading discretion is required.

  • Communication - Ongoing communication via webinars and client events to allow communication between lead manager and investors: quarterly, semi-annual and annual reviews depending on dollars under management.

  • Account Access - Daily account values via online account access and paperless statements are available upon request.

  • Be advised that all investments involve risk and past performance is no guarantee of future results.

Securities and investment advisory services offered through NEXT Financial Group, Inc.- Member FINRA/SIPC.
To view NEXT Financial Group’s privacy policy and other inmportant imformation, visit the "Customers" section of www.nextfinancial.com.
None of the entities named herein are affiliated with NEXT Financial Group, Inc.