Eccentric Firm Helps Investors Dodge Bullets

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Recent stock market declines have shown many investors who focus on the lowest possible investment expense that low expenses often equate to less management and greater risk in rough markets. Now, an investment manager with a no-frills attitude introduces active management strategies targeting the low-cost market.

The biggest difference between Thrifty and hedge funds or separately managed accounts is the tremendous value we deliver to our clients.

A proven way to get better investment returns is to cut investment expenses. It's no secret that all else being the same, investments with lower expenses will beat ones with higher expenses every time. John Bogle built an empire at Vanguard on this theme and to this day, millions of investors follow his example.

Investors wanting to save on expenses have been limited to passive buy and hold investments -risky in declining markets like we have seen recently. Low cost vehicles that were actively managed have been hard to find - until now, that is.

Thrifty Money Management, Inc, is an active manager. According to Will Hepburn, Thrifty's President, their investment strategies are designed to go from fully invested in good times to cash or fully hedged against loss in times of market decline. Normally they are somewhere in between.

Actively managed strategies like this aren't all that new. What makes these strategies stand out is that Thrifty is targeting no-load investors who focus on the lowest possible expenses by introducing services with quarterly fees of only .075% to .125% - a tiny fraction of what many firms charge for similar services.

With several strategies to choose from including income, global allocation, growth and socially screened, investors can choose a mix from conservative to aggressive that is designed to help get them the results they really want.

"The biggest difference between Thrifty and hedge funds or separately managed accounts is the tremendous value we deliver to our clients." Hepburn added.

In addition to efficient investment systems and extensive use of technology, low overhead is Thrifty's creed. This is a no-frills operation that cuts out the middlemen.

Want a brochure? Print a page from their web site. Want to consult with your investment adviser? Email him. If you want what Thrifty has to offer, the only way to get it is on their web site, They don't maintain expensive offices around the country and do not have a stable of high priced brokers to support.

"The surest way to make money is to have more money in investments that are going up and less in those that are going down," Hepburn says. "It's simple - in theory, but tough to actually do. We have developed systems that do just that."

"Strategies that can change when the markets change are the best way to protect a portfolio from the ravages of a bear market like we saw in 2001 and 2002," Hepburn states. "All of our strategies contain safety elements as well as growth potential. That, along with terrific savings, is what we promise our clients at Thrifty Money Management, Inc."

Will Hepburn, is a nationally recognized investment manager specializing strategies that Adapt to Changing Markets®. He is President of Thrifty Money Management, Inc., a Registered Investment Adviser, and the Vice President of the National Association of Active Investment Managers (NAAIM). He may be reached by emailing, or by calling (928) 445-6600, by writing to 4400 N. Scottsdale Rd, Suite 9391, in Scottsdale, AZ 85251, or by visiting our web site at Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC. Cambridge and Thrifty are not affiliated.


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