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A Doctor’s Case against Mutual Funds
By Dr. David Edward Marcinko; MBA CMP
Publisher-in-Chief
The case against Mutual Funds [MFs], and in favor of Individually Managed Accountants [IMAs]:
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No unrealized capital gains
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The ability of the physician-investor to dictate or organize a portfolio around current stocks
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The manager is not obliged to buy additional securities, no matter how much money pours in
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The physician’s portfolio is not subject to a pooled mentality
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A physician-investor can own a specified number of securities without over diversifying
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Lower fees and Lower commissions as portfolio grows
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Ongoing customization in step with world trends
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Hands-on or hands-off philosophy, as the investor prefers
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Custom diversification blend-in strategies for low-basis stocks
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Individual doctor recognition as to tax consequences.
Assessment
How true, false or parsed are the above perspectives?
Conclusion
Your comments are appreciated?
Practice Management: http://www.springerpub.com/prod.aspx?prod_id=23759
Physician Financial Planning: http://www.jbpub.com/catalog/0763745790
Medical Risk Management: http://www.jbpub.com/catalog/9780763733421
Healthcare Organizations: www.HealthcareFinancials.com
Health Administration Terms: www.HealthDictionarySeries.com
Physician Advisors: www.CertifiedMedicalPlanner.com
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com or Bio: www.stpub.com/pubs/authors/MARCINKO.htm
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Filed under: Financial Planning, Investing, Op-Editorials, Portfolio Management, Uncategorized | Tagged: IMA, Mutual Funds | Leave a comment »
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