Targets 100% Foreign Currencies |

The FX3 | portfolio targets 100% in foreign currencies, and is designed as a high yielding bond portfolio offering a high level of diversity away from the U.S. dollar.

Keep in mind that foreign currencies can and likely will increase the volatility of the FX3 portfolio, even though the added diversity may serve to reduce your overall investment risks. Many foreign currency bonds have very limited liquidity and the plan for the portfolio is to hold these very short term bonds to maturity. These high yielding, short maturity issues have a very low advisory fee, so our clients can continue to achieve their goals of higher cash flow while limited their exposure to the US Dollar.

It’s simple: You worked hard to earn your money,  it’s time your income worked as hard to support you !

FX3 is 100% in foreign currencies that you select, this is different from FX1 and FX3.

To learn more please read on or contact us below.

Founded just prior to attack on  9/11- 2001
We learned with our christening, that their is no substitute for hard work !

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Information on this website is provided for informational purposes only and is not offered as advice with respect to any particular security or related financial instrument. This information should not be used as a basis for making an investment decision and must not be treated as a substitute for seeking advice from a licensed professional. The suitability of a given investment for a particular investor depends on a number of factors, each of which should be considered carefully. Such factors include, but are not limited to, the risk associated with the investment, the nature of current market conditions, and the investor’s objectives, personal needs, and specific circumstances. This is neither a solicitation to buy nor an offer to sell to persons in Texas.