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Information
for Financial Professionals
What are the latest risk
management products and strategies available for the concentrated
shareholder? How do I access the solutions my client wants? How do
I structure the right deal for my client?
The patent-pending Safe Haven on-line service
will deliver you and your client actionable, understandable,
on-demand information on the five basic strategies
for single-stock risk
management:
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Three Planned Selling Strategies, including Exchange
Funds, VPF Contracts and Charitable Remainder Trusts, and
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Two Investment Contract Strategies for long-term holders
of concentrated share positions
The information comes to you at
no cost by way of our proprietary research
product, the "Single-Stock Strategies Report."
The report is prepared to your order on the stock your client holds.
Why is the Safe Haven service needed?
Risk management products are
notoriously hard to understand. Even the most qualified financial
planners may be familiar with only one or two approaches, and most firms
rely on only one source for each product category. Sponsoring firms
may provide support on a case-by-case basis for advisors dealing with
concentrated clients, but sponsor fees are high and success rates are low.
Safe Haven Advisors' information
service now makes all of the single stock risk management products
understandable, while assuring competitive pricing when it comes time
for you to execute a transaction. The service adds real value:
Value for
the client
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By consulting our
service, you and your client can consider all strategies
efficiently and even-handedly
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As a result, your
recommendations will be better fitted to your clients' needs
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Smaller transactions
become economic
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Competitive execution is
built in
Value for
the financial professional
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Present pre-approved risk
management products as part of your program for new clients
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Attract new clients
affiliated with major companies
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Learn more about your
clients
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Improve success rates
To learn more about our service, please read our Strategies
and Advisors pages, and feel free to
call me at 781-790-1776 with your questions.
We look forward to working with
you!
Miller Blew
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