Sachem Rock Wealth Management has designed web-based subscription programs for investors who may not meet minimum investment guidelines for AUM or AUA programs, or prefer to manage their own investments with a lesser degree of professional support and assistance.
These programs are only available for clients that have not completed a Comprehensive Financial Profile (evaluation of Client financial condition, financial goals, objectives, and risk tolerance), and are not clients of Sachem Rock Wealth Management under our AUM or AUA programs.
Under these programs, investors can select an asset class and asset characteristics that best fit their investment objectives. Our inaugural offerings under our subscription programs will consist of two equity choices, one for investors seeking “Growth”, and the other for investors seeking “Income”.
These programs make Buy, Sell, and Hold Recommendations for the stocks covered under this program over a one-year period from the initial date of subscription. In addition, we communicate timely information regarding developments and analysis relevant to each stock recommended under our subscription programs, most critically any developments we feel may adversely impact the investment thesis that served as our basis for the Buy recommendation.
The Equity – Growth program is designed for investors seeking capital appreciation through investments in common stocks over a long-term investment horizon. These recommendations consist of stocks with growth potential across the spectrum of small, medium and large cap equity securities.
The Equity – Income program is designed for investors seeking to generate income through their equity investments during this period of low real interest rates on bonds and other fixed income securities. The recommended investments consist of high dividend stocks and REIT’s.
When participating in one of our web-based subscription programs, it is important that investors remember to practice the principle of diversification in building an investment portfolio to meet their long-term investment goals. Large portfolio concentrations in firms operating or selling their goods and services to specific industries should be avoided.
The cost for this Equity Subscription Service is currently $1,995 per annum billed monthly in advance payable through automatic charges to PayPal, bank account debit (ACH), or credit card. Please contact us directly for the bank account debit payment method.
Please understand that the scope of our services is subject to sound financial and risk management practices in addition to regulatory limitations.
A live, comprehensive, real time example of our subscription program can be accessed here…