Allen Maresma

Introduction: I teach clients how to manage their own personal investments. My presentation starts with the basic of investing, covering all facets of the financial markets. By studying the history of the market, they will learn how to become successful investors in the future. My presentation includes showing them how and why markets react to the changing financial conditions. My 55-year analysis of the financial markets will provide a road map, which they will find most valuable for the future. I will assist the client in setting up his own account with the nation's largest, no-load mutual fund and discount brokerage firm in America. They will learn how to research investment ideas and how to construct their own portfolio of investments in line with their financial goals. I will be there to assist the client, from beginning to end, acting as their liaison between them and their account. At some point in time, the client should be able to operate on his own. That is my ultimate goal.