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Lotzer & Co., Inc. |
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Registered Investment Advisor |
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Business Accounts
Profit Sharing, 401k, SEP-IRA, Simple IRA or
Corporate Investment Accounts
If you have a retirement plan in place, do you wonder if it is right
for you? If you don't have a retirement plan, do you want to start
one. With Lotzer & Co., Inc., using the custody services of
Shareholders Service Group, you get some of the following:
Investment Management
Investment Management has one overriding objective - to achieve the
long-term investment returns needed to achieve your personal and financial
goals.
As your Investment Advisor, I seek to achieve this objective while
minimizing the degree of investment risk to which you're exposed. We
follow a disciplined investment management approach that employs
state-of-the-art research and tools to develop highly diversified
investment portfolios.
In designing and managing your investment portfolio, I may employ a
variety of investment management tools including:
In designing and managing your investment portfolio, I may employ a variety of investments including:
 | No- load mutual funds. Both active and passive funds. |
| Individual Securities. |
| Exchange traded index funds and similar instruments. |
| Real estate securities like REITs (Real Estate Investment Trusts). |
All investment management clients
receive quarterly investment reports that are comprehensive, educational
and to the point. Provided are performance calculations over the
last quarter, last year, last three years, and since inception.
Since communication is vital to an effective working relationship, I
provide regular commentary on the markets and economic trends. I will also
meet with you regularly to discuss investment trends and your progress
toward your personal and financial goals.