Another popular product from our Financial Planning segment are the Plum Financial Plans. We took the benefits of diversification, no trade fees and active management and compiled them into a sophisticated prepackaged plan, denominated in best of breed equity and fixed income securities on the U.S. market.

With a Plum Plan, a minimum investment of US$25,000 allows investors to benefit from owning individual stocks and bonds, versus investing in a fund. Stocks in companies like Apple Inc. (NASDAQ:APPL) and investment grade bonds issued by companies such as Morgan Stanley are what each type of Plum Plan is comprised of. Depending on your personal risk tolerance, this allocation would change to suit those needs.

We handle all of the selecting, monitoring and re-positioning of the Plum Plans for one management fee of no more than 2% per year.


Schedule a free, 30 minute financial consultation with us today!

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