Securing the Future

WHY DO YOU INVEST?

Because you want an early retirement?

You want to afford the best?

You want financial freedom knowing your retirement income will cover your needs?

BUT, HAVE YOU EVER..

Purchased a highly recommended fund with a great track record only to watch it drop from the day you got in?

Diversified, just like they say, but find out that they can all go down at once?
Sold your fund at or near a market bottom?
Held a losing fund long after it went negative in your portfolio.

Misfortunes like these can painfully delay the achievement of your goals. If you're like me, you've worked too hard for your money to watch it evaporate unnecessarily in a down market. At the same time, I'll bet you want to make sure you are getting a respectable return when you do invest, whether it's with your discretionary funds, your retirement investments, a 401k ,IRA or Roth IRA.

WHAT WOULD HAPPEN IF…

You were invested in the market primarily when prices were rising and were safely positioned in a money market fund when prices experienced substantial declines.

IDEALLY YOU WOULD:

Experience the superior returns of the market over other investments.
Have less fluctuation in the value of your investments.
Know that you could liquidate your investments at any time without a major loss.
Spend less time worrying about your financial assets.
Spend more time growing your asset rather than earning back losses.

This may seem like a fantasy

But at THE NO-LOAD FUND ADVISOR this is what we do!

Growth balanced with Safety are the two guiding factors in the way we manage our funds. Over our two decades of investment management, we have developed proactive asset management strategies and Fund Targeting™ mutual fund analysis method that has allowed us to maximize gain during market upswings, and cut to the safety of the sidelines when stock prices are falling.

If passive investing has left your portfolio exposed to market swings, losses and hoping for recovery then it time for plan B. Our proactive management strategies move investing from buying and hoping into a mathematical, scientific approach to growth and account preservation.

OUR MISSION

To help you achieve the Highest Return ,

with the Least Risk,

at the Lowest Cost ,

the Most Liquidity,

and with the Least Possible Anxiety.

We offer a free consultation and analysis of your assets to see if we can assist you in achieving-and exceeding- your investment objectives.

We are located in Honlulu, Hawaii; but we have clients throughout the world, so telephone meetings are quite common for us.

Prior to the meeting, we will ask you to complete a Confidential Investor Questionnaire worksheet. This worksheet gives us (and you) an opportunity to evaluate your investment objectives, experience and risk tolerance.