SMART IDEAS MEAN MONEY

Everyone knows the ìbuy, hold, and hopeî strategies offered by the old school managers. Times change, markets evolve, but some fund managers donít. Last yearís hero is this yearís dog. Nobody can consistently pick tops or bottomsóbut you donít have to. At TOS Advisors, we use innovative alternative investing, such as enhanced return strategies, along with traditional methods to boost your portfolioís returns in a variety of market conditions.

A GAME PLAN DESIGNED AROUND YOU

As most everyone knows, the best investment strategy centers around your goals and should be tailored to your long and short term plans. A sound investment strategy involves managing risks, asset allocation, diversification, and tax considerations. Because we know this to be true, at TOS Advisors we place emphasis on helping our clients to develop the portfolio that best fits their goals and plans while at the same time maximizing return. It is our ability to offer traditional, alternative, and return enhancement investment strategies that makes us truly unique.

In addition to traditional investments in stocks, municipal and government bond laddering, capital income building, mutual funds, etc., we can help you diversify your portfolio with alternative strategies such as our managed options portfolios, enhanced index portfolios, gain and loss harvesting, and strategies for those heavily concentrated in a single stock.

At TOS Advisors, we donít rely on risky, hold-your-breath ìHail Maryî passes. We just apply lots of hard work and experience. Whether you use traditional, alternative, or return enhancement investing strategies, we will help position you properly in order to keep you up to date with the ever challenging world of portfolio management.