| 101 S. Bay Boulevard, Suite B-4 P.O. Box 818, Anna Maria, FL 34216 800.800.7075 941.778.1900 Fax: 941.778.1801 |
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| We Make Your Success Our Business. |
| Breiter Capital offers several different programs to meet the needs of investors with different goals and the results of the Investor Questionnaire and your input regarding the objectives for the account. Diversified Fund Portfolios BCM Value & Growth Portfolio Elite Dividend Portfolios Once your portfolio is designed, Breiter Capital will help you open an account at Charles Schwab & Co., our broker of choice for custody of client accounts. After the account is funded we will invest your money consistent with the objectives we have agreed to, and continuously monitor the funds or stocks to make adjustments whenever necessary. All of this happens without you needing to lift a finger. Reviews of our progress are easily arranged with whatever frequency you desire, typically annually. More detailed descriptions of each of our programs are available through a consultation with Tom Breiter either in person or over the telephone. |
Breiter Capital, All Rights Reserved 2009