Investment Management Until now, consumers have been stuck using ordinary retail funds sold to them by stockbrokers and insurance agents, paying high commissions on the latest "hot" fund. Now, thanks to our Equilibrium program, you can invest the same way institutional investors, pension funds and endowments invest their money; using time-tested, proven investment strategies. Benefit from Decades of Meticulous Academic Research Conducted by the Nation's Foremost Financial Scholars Harry Markowitz, William Sharpe, Eugene Fama, Kenneth French, Gary Brinson, Roger Ibbottson, Richard Thaler; these and other leading academics have, over the past 60 years, discovered and established the most effective way to manage money. Today, the nation's largest institutional investors, relying on their research, know to: * Develop highly diversified portfolios * Hold those investments for very long periods * Strategically rebalance as needed Although this approach is very effective, the strategy traditionally requires massive amounts of money; not a problem for institutions that control billions of dollars, but it's a real challenge for the rest of us. No more! With the Equilibrium program, you can now invest in the same investments used by many of the nation's largest institutional investors, and you don't need millions to do it!Now, You Can Get the Same Advantages and Benefits Enjoyed by Institutional Investors The Equilibrium program gives you all these features: * A truly long-term investment approach * Extensive diversification, using as many as 19 separate asset classes and market sectors, each featuring hundreds of securities * Security selection that is market-based, not manager-based * Quarterly rebalancing review * Freedom from the questionable business practices that plague the retail mutual fund industry * No commissions, trading expenses or brokerage costs. Instead, just one low annual fee that is fully disclosed and completely transparent Just like institutional investors, Equilibrium is founded on the premise that solid science, backed by decades of academic research, offers the smartest approach to investing. What's more, Equilibrium is personal. We take the time to get to know your situation, before you invest. And we stick by you, providing ongoing account management services, such as dynamic security selection and strategic rebalancing, to keep your investments in perfect balance. To speak with one of our advisors about our investment management, call 925-248-6800 or email contact@alliedtaxplanners.com All securities offerred through American Investors Company, member FINRA/SIPC.