Personal, One on One, Live," Low Cost Investment Advice is Now Available on the Internet through Microsoft Office Live Meeting Technology
Efficient Portfolio Consultants, LLC, a Registered Investment Advisor, registered with the SEC to do business with residents of every state of the United States, announced that it launched an internet investment advisory service through which clients receive live," one on one, personal investment advice by meeting in a virtual office with an experienced SEC registered investment advisor person instead of meeting in a brick and mortar office. As a result, investors obtain 24/7 internet access to their accounts and the same high quality personal investment advice at an annual cost as low as .4 of one percent of the value of the managed assets.
(PRWEB) October 26, 2004 -- The Securities and Exchange Commission finalized new rule 203A-2(f) effective January 20, 2003. This rule for the first time allows SEC Registered Investment Advisors to be registered to offer, fee only, investment advice through internet to all residents of the United States. This change in the law coupled with the security and confidentiality of Microsoft Office Live Meeting Technology, makes possible real time, personal investment advice thats not only affordable but is convenient and easy to use. For instance, retired people, instead of getting dressed, and driving to your advisors office, all you have to do is schedule a One on One Web Conference appointment that takes place at the convenience of your computer. For working people accumulating for the education of your children and your own retirement, you no longer have to take time off work, fight traffic, find a parking place or wait in a waiting room to obtain the same personal, one on one, investment advice.
When asked, Vic Gonsalves, former trial lawyer, nationally published financial author, founder and CCO of Efficient Portfolio Consultants, LLC, states Whats so neat is that there is no pressure, no selling! We are a full disclosure firm. Our clients know well in advance all our advisory agreements which are published online including our low fees totaling 90 basis points for both our annual advisory management fee and the fund fees. Our clients also know in advance and in reasonable detail the strong evidence that supports our buy and hold Modern Portfolio Theory investment philosophy as well as our Asset Class investment process which we explain in detail in our new book and in our free, four-part, pre-recorded Microsoft Live Meeting Webinar."
In summary, Efficient Portfolio Consultants, LLC is a pioneer, if not the first, to provide no pressure, personal, one on one, investment advice in a convenient low cost and efficient manner using the latest internet technology.
*This press release copy was approved by Microsoft Corporation.
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