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WELCOME TO R.O.I. ON THE WEB!!
This site has been created as an additional service for R.O.I.'s
existing clients and to assist "R.O.I. Qualified Prospective Clients".
Clients will especially like the following sites from the left side column: An "R.O.I.
Qualified Prospective Client" is one who:
(1) Qualifies as a "Full-Service Client" with at least
$50,000 of manageable investment assets (e.g., a combination of mutual funds, IRAs, rollovers from employer retirement
plans, stocks, and/or bonds), and receives all of the Services on an ongoing basis; or,
(2) Qualifies as an "Investment
Management Client" with at least $25,000 of manageable investment assets and receives only
the "Active Investment Mangament" section of the Services on an ongoing basis; or,
(3) Is a "Comprehensive
Financial Plan (CFP) Client" and receives only
the "Analyses" section of the Services, on a one-time only basis. "R.O.I. Qualified Prospective Clients" will
especially like the following sites from the left side column: - About Us - R.O.I.`s unique organization, and, Ron's, Grant's, & Ben's qualifications.
- Philosophy - R.O.I.`s Comprehensive Financial Planning and Active Investment Management beliefs.
- Communications - R.O.I.`s serious approach to client communications.
- Services - R.O.I.`s Comprehensive Financial Planning and Active Investment Management services.
- Fee Structure - R.O.I.`s worry free and motivational compensation structure.
- Novell/Work Changes - Why current Novell employees, and employees who have recently left Novell or other employers, might be interested
in R.O.I.`s services.
- Newsletter- Review R.O.I. newsletters.
- R.O.I.'s Investment Returns - Recent and long term.
- Market Summary - Look up current markets' information.
- Request More Info - Obtain info from and about R.O.I., and becoming a client.
If you are a R.O.I. Client or a Qualified Prospective Client, please feel free to use this site and
to contact R.O.I. or Grant, Ben, or Ron for any assistance (see l Request More Information ). We hope this site has been helpful. Thanks for connecting with R.O.I. on the web! |
