“Why Not Pay Your Investment Manager Based
Solely On Results?”

Featuring: Sal Capizzi & R. J. Kelly

Once you’ve cashed out of your business, why should you pay your Investment Manager when your account goes down? Doesn’t it seem more equitable to pay a fee only when your account goes up, effectively putting your manager on the same side of the table and giving them the added incentive to perform? Well, now you can. Learn how one investment firm has been winning the hearts, minds and assets of businessowners across the country for over 30 years by pioneering the concept of 100% “Performance Based Fee Investing” which has the potential to save significant dollars in your pocket.


Photo by Jonathan Velasquez on Unsplash

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