Ohio Deferred Comp 457 

 For information about our DROP Pre-Retirement Strategy Report and Analysis, please click HERE

As a community service "THANK YOU" to the Professionals that protect us all, our small part in "paying it forward" is to offer our "Trade Alert" service on a complimentary basis to Police and Fire Professionals who are participants in the Ohio Public Employees Deferred Compensation 457 Plan and DROP program.  We do NOT act as fiduciary in this capacity.  "Trade Alerts" are sent via a link in an email.  They are generated ONLY AFTER our existing client accounts have been acted upon, and it is up to the discretion of the participant to act (or not act) upon the "Alerts".

To receive our trade alerts, you first must complete and sign the  suitability and disclosure form and return it to us for our files (because we like our regulators and are not really interested in getting fined by them for not having this form on file!) Then, just click on the link in the e-mail from us to see the "Alert".

It is pretty easy to do!  We like to keep things simple for our friends and clients — not like other firms that try to make it more confusing for you  — who needs that?

Different asset classes MAY have investment cycles with low correlation.  Your target asset allocation and diversification DOES NOT ELIMINATE market risk; diversification only TRANSFERS market risk to other asset classes.

  Want to ELIMINATE market risk in some or all of your portfolio? Click HERE 

HAVE A QUESTION?  Click HERE for answers

Cons# Fire ad

From the 49th Biennial Conference of the Ohio Association of Professional Firefighters, host IAFF 93, The Association of Cleveland Firefighters

 For information about our DROP Pre-Retirement Strategy Report and Analysis, please click HERE.