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Getting
Started |
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See the 'Getting Started' section below,
for details on how you can begin using the
Minuteman Asset Management program. |
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If you think that a selection of
Exchange Traded Funds ('ETFs') may be the right type
investment vehicle for you, but you're
not sure how to get started, then the Minuteman Asset Management™
software program may be right for you.
Minuteman Asset Management™
is a software program for ETF portfolios which
conducts automated account rebalancing. Studies show
this method provides the most cost efficient
means of passive asset management rebalancing.
Rebalancing in the Minuteman program is based on
a predetermined variance to ensure that your
goals for risk management are maintained. The
Minuteman Asset Management™
software program constantly monitors your
accounts and will automatically rebalance when
necessary, so you can spend less time wondering
about your investments.
About LifeStage™
Portfolios
The Minuteman software program provides a selection of pre-configured portfolios
of ETFs that are designed for people in a certain age group and therefore
in a typical 'stage' of their
lives, each with a corresponding ETF mix.
There are LifeStage™ Portfolios
appropriate for:
 People aged 20
- 30 |
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People aged
40 - 50 |
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People aged
50 - 60 |
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People aged 60 and over |
Getting Started with Minuteman Asset Management
PERSONALYZE is not an investment advisor. The Minuteman
software program is not directly licensed to individuals. All
investments managed using LifeStage™ portfolios must be held with an
account custodian, the rebalancing trades executed through a broker, and
the account supervised by your investment advisor. If you do not already
have an investment advisor, we have coordinated a professional team of
companies and can refer you to an advisor, ready to help you employ this
unique service.
Interested in learning more?
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Step 1:
Attend a free
Web Clinic presentation
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Step 2:
Receive a Retirement Plan Audit;
decide whether to proceed |
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Step 3:
Open an account with the program Broker.
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Step 4:
Your advisor confirms the Minuteman program
setup, and provides you with ongoing
support, and quarterly
reports on account activity and performance.
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