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Any size investment can benefit from
skilled and thoughtful management.
Pearson Capital, Inc. offers you
an opportunity previously only available to large investors;
Your own private money manager.
This is possible through Pearson Capital, Inc.’s Personal Wealth Account.
What is a Personal
Wealth Account? (PWA)
The Personal Wealth Account is the best way to protect the value of your money in this uncertain economy.
CD’s, Money-Market accounts, and bank accounts rarely earn enough to make up your losses from inflation.
A Personal Wealth Account is better
than investing in a mutual fund.
The Personal Wealth Account does not have the entrance or exit fees that many mutual funds have and no other separate administrative costs. Mutual funds often charge various fees which the investor does not see. In many cases adding up to 3% and sometimes, more. Pearson Capital, Inc. on the other hand, charges a single 1% annual fee.
(see "Services" for details)
By investing in a Mutual Fund, you buy their current portfolio which includes stocks that may no longer be a good value. As an investor in the fund, you participate in the tax liability for some of these past gains. A personalized account like ours would separate you from these disadvantages.
The Personal Wealth Account allows for personalized investment decisions which consider the individual needs of each client.
How a Personal Wealth Account can work for you!
Your PWA may be opened individually, jointly or in the name of your trust with TD Waterhouse.
PCI makes discretionary buy and sell decisions for your account. You will also receive monthly statements showing the progress of your PWA.
PCI strives to reduce transactions by choosing securities which hold strong potential for the long term. This means that both commissions and income taxes are kept at a minimum.
Our management fee will be automatically deducted from your Personal Wealth Account.
To help your PWA grow, you may add money at any time. Withdrawals if needed, or monthly distributions can be set up at no additional costs. (Exception: IRA accounts with special tax rules)
As an added benefit, the Pearson Investment Letter is sent free of charge.
( Subscription cost: $149.95 annually for
12 issues )
Member - Apollo Beach Chamber Of Commerce
Pearson Capital, Inc. P.O.Box 3739 Apollo Beach FL 33572
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