Private-Client Managed Investment Accounts

Benefits of a Matrix Managed Account • PROTECT YOUR MONEY & provide you with the BEST CONSISTENT PERFORMANCE in any market. • I don't make money unless YOU do! Your account value must be ABOVE the previous highest account value or there is no managed fee. • Your best interest is also my best interest ! As a completely independent investment manager there is absolutely no conflict of interest. • WEALTH PRESERVATION - When investment risk is high & stocks indexes begi...

Benefits of a Matrix Managed Account • PROTECT YOUR MONEY & provide you with the BEST CONSISTENT PERFORMANCE in any market. • I don't make money unless YOU do! Your account value must be ABOVE the previous highest account value or there is no managed fee. • Your best interest is also my best interest ! As a completely independent investment manager there is absolutely no conflict of interest. • WEALTH PRESERVATION - When investment risk is high & stocks indexes begin to plummet, we go into cash !! • STRATEGY - Invest in the current BEST PERFORMING Stocks & ETF's [Stock Sectors] • PROFIT PROTECTION - Maintain programmed Stop-loss positions to PROTECT PROFITS & Minimize Losses. • DEDICATED MANAGEMENT - All accounts are individually managed on a daily basis. I personally answer your phone calls. • TRUST & CONFIDENCE - All investment accounts are maintained in YOUR NAME at TD Ameritrade. You can access your accounts online at anytime. As your authorized manager, I have no access to your account other than to manage your investments. • MANAGED ACCOUNT SUMMARIES - In addition to TD Ameritrade monthly statements, you will receive quarterly Matrix Managed Accounts Reports that feature easy to understand Managed Account Summaries.