CPIC International PortfolioTrack + Platinum Management Service Package
Item Number: 119
Time Left: CLOSED
Value: $1,875
Online Close: Nov 15, 2010 10:00 PM PST
Bid History: 0 bids
Description
CPIC International is an investment management firm based in the San Francisco Financial District. They have managed investment portfolios with excellent gains for more than 26 years for individuals, trusts, and retirement plans. To the successful winner of this auction, CPIC will provide this combined package: PortfolioTrack – a personalized, one-on-one financial consultation and investment portfolio analysis. Conducted by a CPIC principle, this consultation will help indentify optimum asset allocation strategies, uncover problems that have reduced portfolio performance, and explore alternatives to improve investment performance. A PortfolioTrack consultation is up to Two (2) hours in length. Also, Three (3) months of CPIC’s Platinum Asset Management Service, using Dynamic Asset Allocation and non-load mutual funds.
Special Instructions
Platinum Assessment Management Services - $500,000 minimum, service subject to CPIC’s trandard terms, conditiond and agreements; assets must be transferred to a qualifying custodian such as Charles Schwab and Co. FREE SHIPPING! Item will be mailed to the winning bidder via US Postal Service. If you are the winning bidder for multiple items, your items will be combined into one package whenever possible. Winning bidders will receive a tracking number approximately 2-3 weeks after the close of the auction, once the item has shipped.