Investment Analysis

An analysis of investments is prepared based upon the information provided. Recommendations are made based upon that analysis and products are then recommended to fulfill stated goals. This service is provided for non-qualified investments, 401(k) or 403(b) accounts, IRA's, and most other investments available to individuals. This service is most valuable to those people with a lump-sum distribution to invest, whether qualified or non-qualified, or those already involved in a long-range money accumulation program.

All investments are offered through SCH Enterprises, Inc., 690 W. Northfield Drive, Suite 100, Brownsburg, IN 46112.   Member NASD, SIPC.

Lump-Sum Investing

For individuals or families with a lump sum to invest, based upon the above mentioned investment analysis, a proper investment allocation for the lump sum is determined.  The lum sum is then allocated properly utilizing one of the wide variety of mutual fund families offered through SCH Enterprises, Inc.

Systematic Investing

For individuals or families just getting started, based upon the above mentioned investment analysis, proper investment allocation is determined and a systematic investment plan is established through one of the many mutual fund families offered through SCH Enterprises, Inc.

Costs

Initial Meeting No Charge

Topics of Information:

Mutual Funds:  How Do They Work?

Dollar Cost Averging

Last modified: May 07, 2009