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Asset allocation coupled with professional advice.

Amerivest* provides a simple, easy-to-use way to design an investment strategy to reach your goals — whether you are looking to retire, send the kids to college, or buy a second home. Amerivest employs a simple five-step process that simplifies creating a diversified portfolio:
 
 1. Define your goals.
Different goals require different investing strategies. You set the goal and time horizon.
 2. Assess your risk tolerance.
Answer six questions to identify the level of investment risk you're comfortable with.
 3. Review recommended asset allocation.
Amerivest will recommend an asset allocation based on the risk tolerance and objectives you define.
 4. Execute your investment plan.
Establish a tailored portfolio of ETFs (Exchange Traded Funds) in an Ameritrade Investing Account. Place all the trades needed to complete your plan with one click.
 5. Monitor your progress.
Review your progress on a regular basis with easy-to-read charts, and rebalance quickly and simply when needed.
   Ready to start managing your long-term financial goals on your terms?
 

Use Amerivest and get professional advice for one low fee.

 

Call us to see how you can get started.








 

Tel:     714-276-0905

Email: inquiry@toppercapital.com

Or you can get in touch with us at the following address and phone number:

Topper Capital Management, Inc.

18101 VonKarman Ave, 3rd floor

Irvine, CA  92612

 

 

*Amerivest is an investment advisory service of Amerivest Investment Management, LLC an SEC-registered investment adviser. The Amerivest service is the sole responsibility of Amerivest Investment Management, LLC. See Amerivest Form ADV, Part II for additional details. Brokerage services provided by Ameritrade, Division of Ameritrade, Inc., member NASD/SIPC. Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of Ameritrade Holding Corporation.

 

Copyright © 2006  Topper Capital Management Inc.

 

 

Copyright © 2006  Topper Capital Management Inc.    Privacy Statement