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Investment Vehicles

We offer no-load mutual funds which do not charge any up front fees and commissions. Mutual funds allow investors to cut down on the risks associated with investing in securities by diversifying investments. Because your money is combined with a large number of other investors’ funds, you have the ability to invest in a large range of securities. Total Asset Performance, Inc. manages your assets by providing the following services:

• Implementation of specific investments to match your individual risk profile
• Performance tracking of your portfolio with MPT statistics
• Regular, simultaneous rebalancing of your portfolio
• Periodic meetings with David to update you on current economic conditions and any other financial concerns which he can help with
• Provide interim, quarterly, and yearly reports above any you are likely to see
• Periodic no-cost seminars to update clients on the latest market trends