You Are Invited - Blue Chip Financial LLC.

BLUE CHIP
F I N A N C I A L LLC.
DIRECTION • UNDERSTANDING • CONFIDENCE
You Are
Invited
You Are Invited
J
oin us for a presentation titled,
Your Portoflio: Managing for
Growth and Protection, at our office
on Thursday, May 21, at 2:00 PM or
7:00 PM. If you give us an hour of
your time, we will provide you with a
detailed explanation of our approach
to managing portfolios. Everyone is
welcome, so please feel free to invite a
friend. Call to R.S.V.P by May 18th.
Why Blue Chip Financial?
W
e, John Good and Lewis
Good, started Blue Chip
Financial with a passion to provide
customers with an understanding of
investment options and to give them
direction and confidence in pursuing
their financial goals. We endeavor to
provide excellent advice, solutions, and
service in a way that sets us apart from
the competition. Rather than merely
imitating competitors, we strive to set a
new standard of service.
You may be familiar with the names
of other financial firms in our line
of work including Banks, National
Brokers and Local Planners. When we
began Blue Chip Financial, we intentionally did not model our company
after these cookie cutter models. Too
often, firms fall short in serving their
customers well due to limited investment choices, conflicts of interest, poor
planning advice, the selling of expensive
products rather than solutions, or overbearing parent companies pressuring
sales. Of course, it would be untrue to
say all of these companies are ill-inten-
VOLUME 2 • ISSUE 2
Thank you to those who
stopped by for our Coffee
and Conversation over the
past few weeks. We
enjoyed the informal time
to answer your questions
and get better acquainted.
tioned, but a closer look at Blue Chip
Financial reveals a marked difference
from the competition.
Blue Chip Financial where
we manage for Growth and
Protection
Growth
When you invest money in the market,
the primary goal is to see it grow over
time. Our goal, at Blue Chip Financial,
is the same. We manage that growth by
developing a portfolio using positions in
the S&P 500, the 500 best U.S. companies. We divide the S&P 500 into sectors
and manage them individually. A sample
of sectors include: consumer discretionary, consumer staples, energy, financial,
heath care, industrials, materials, technology, and utilities. International positions
in developed markets may also be used to
capture gains outside of the U.S. markets.
Fixed income investments (bonds) and
cash positions are added to balance the
equity investments (stocks).
Protection
The saying goes, “Down hurts more
than up helps.” Therefore, if your investment in the market is down 50%, it takes
a 100% increase just to recover to where
you were. Blue Chip Financial works to
protect the value of your portfolio from
such declines in the market. We examine
each position daily and react quickly to
market conditions. Not all sectors move
in the same direction simultaneously; if
one of the sectors moves outside of its
normal range of fluctuation, we sell and
wait for a change of direction before
buying again. If the whole market experiences a significant downturn, unlike most
managers, we can and will move to cash.
Cost
Blue Chip Financial carefully evaluates
cost in determining a course of action.
However, it is by no means the deciding factor. We control the cost to you
through in-house management, thereby
eliminating the middleman. There are
no trading fees to buy or sell positions in
our managed portfolios, which cuts costs
and saves you more. We are fee based;
our compensation increases as your assets
increase. You do not pay up front or in
advance, as many other firms require, and
we are not driven by the need to buy or
sell products for monetary incentives. In
short, we both want the same thing: to
see your account grow and avoid depreciation. Under this model, we are directly
linked to your investments in a way that
necessitates that we are actively engaged,
remain in contact, and maintain your
best interests.
We welcome your questions and
it would be our pleasure to
meet with you.
CONTACT US:
Blue Chip Financial, LLC
388 Staver Rd.
Reinholds, PA 17569
Phone: (717) 484-0285
Email:
[email protected]
[email protected]
Website: www.bluechip.financial
Securities offered through Securities America, Inc.,
Member FINRA/SIPC. Advisory services offered
through Securities America Advisors, Inc. Blue Chip
Financial, LLC. and Securities America are separate
companies. Securities America does not provide tax
advice.
388 STAVER ROAD REINHOLDS, PA 17569 • PH: 717-484-0285 • FAX: 717-484-0288 • WWW.BLUECHIP.FINANCIAL